Professional Financial Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Professional Financial Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Buy	14,370 +328	+2%	+$28K	0.22%	71
2026 Q1	$1.07M	Sell	14,042 -1,901	-12%	-$152K	0.22%	73
2025 Q4	$1.28M	Sell	15,943 -278	-2%	-$22.1K	0.26%	61
2025 Q3	$1.27M	Sell	16,221 -65	-0.4%	-$4.9K	0.27%	61
2025 Q2	$1.18M	Sell	16,286 -2,993	-16%	-$201K	0.27%	61
2025 Q1	$1.27M	Sell	19,279 -4,466	-19%	-$309K	0.32%	51
2024 Q4	$1.64M	Buy	23,745 +321	+1%	+$22.3K	0.42%	41
2024 Q3	$1.58M	Sell	23,424 -867	-4%	-$56.4K	0.41%	42
2024 Q2	$1.55M	Sell	24,291 -198	-0.8%	-$12.2K	0.43%	38
2024 Q1	$1.51M	Buy	24,489 +28	+0.1%	+$1.64K	0.43%	37
2023 Q4	$1.37M	Sell	24,461 -3,164	-11%	-$166K	0.45%	36
2023 Q3	$1.39M	Buy	27,625 +154	+0.6%	+$8.06K	0.63%	32
2023 Q2	$1.43M	Buy	27,471 +7,550	+38%	+$373K	0.74%	24
2023 Q1	$1.06M	Sell	19,921 -8,727	-30%	-$409K	0.63%	33
2022 Q4	$1.29M	Buy	28,648 +108	+0.4%	+$4.88K	0.87%	21
2022 Q3	$1.2M	Sell	28,540 -202	-0.7%	-$9.43K	0.74%	24
2022 Q2	$1.27M	Buy	28,742 +8,821	+44%	+$425K	0.71%	29
2022 Q1	$1.06M	Sell	19,921 -142	-0.7%	-$7.44K	0.46%	42
2021 Q4	$1.12M	Sell	20,063 -354	-2%	-$19.1K	0.48%	40
2021 Q3	$1.03M	Buy	20,417 +157	+0.8%	+$8.14K	0.59%	31
2021 Q2	$1.02M	Buy	20,260 +3,488	+21%	+$171K	0.56%	33
2021 Q1	$782K	Sell	16,772 -15,293	-48%	-$694K	0.49%	43
2020 Q4	$1.41M	Buy	32,065 +4,281	+15%	+$179K	1.11%	20
2020 Q3	$1.07M	Sell	27,784 -6	-0%	-$234	0.99%	24
2020 Q2	$1.01M	Sell	27,790 -17,983	-39%	-$618K	1.32%	20
2020 Q1	$1.56M	Buy	45,773 +21,690	+90%	+$778K	2.82%	10
2019 Q4	$911K	Buy	+24,083	New	+$871K	0.86%	31

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Professional Financial Advisors's SPYM Position: Q2 2026 in Review

Professional Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q2 2026, buying an estimated $28K and bringing the position to 14,370 shares worth $1.26M. The position accounts for 0.22% of the portfolio, ranked #71.

Professional Financial Advisors first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.64M in Q4 2024. 1,726 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Professional Financial Advisors held 14,370 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.26M as of Q2 2026.
Professional Financial Advisors bought 328 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $28K.
State Street SPDR Portfolio S&P 500 ETF made up 0.22% of Professional Financial Advisors's portfolio in Q2 2026, its #71 holding.
Professional Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
Professional Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.64M in Q4 2024.
1,726 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.