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

PSI 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	$48.2M	Sell	548,077 -76,819	-12%	-$6.55M	11.19%	2
2026 Q1	$47.8M	Buy	624,896 +20,737	+3%	+$1.66M	11.46%	2
2025 Q4	$48.5M	Buy	604,159 +14,917	+3%	+$1.19M	12.17%	2
2025 Q3	$46.2M	Buy	589,242 +6,232	+1%	+$470K	11.89%	2
2025 Q2	$42.4M	Buy	583,010 +62,274	+12%	+$4.19M	20.81%	1
2025 Q1	$34.2M	Buy	520,736 +9,931	+2%	+$687K	11.14%	1
2024 Q4	$35.2M	Buy	510,805 +10,955	+2%	+$759K	10.45%	1
2024 Q3	$33.7M	Sell	499,850 -1,778	-0.4%	-$116K	9.88%	1
2024 Q2	$32.1M	Buy	501,628 +10,478	+2%	+$645K	10.16%	1
2024 Q1	$30.2M	Sell	491,150 -15,812	-3%	-$926K	10.92%	1
2023 Q4	$28.3M	Buy	506,962 +42,976	+9%	+$2.25M	10.58%	1
2023 Q3	$23.3M	Buy	463,986 +44,938	+11%	+$2.35M	10.1%	1
2023 Q2	$21.8M	Sell	419,048 -5,418	-1%	-$267K	9.58%	2
2023 Q1	$20.4M	Buy	424,466 +22,778	+6%	+$1.07M	9.87%	2
2022 Q4	$18.1M	Buy	401,688 +12,108	+3%	+$547K	9.61%	1
2022 Q3	$16.4M	Buy	389,580 +77,335	+25%	+$3.61M	8.59%	2
2022 Q2	$13.8M	Buy	312,245 +139,180	+80%	+$6.71M	6.81%	2
2022 Q1	$9.2M	Buy	173,065 +14,785	+9%	+$774K	3.79%	4
2021 Q4	$8.84M	Buy	158,280 +2,601	+2%	+$140K	3.6%	4
2021 Q3	$7.86M	Buy	155,679 +1,803	+1%	+$93.5K	3.61%	4
2021 Q2	$7.74M	Buy	153,876 +13,271	+9%	+$651K	4.08%	4
2021 Q1	$6.55M	Buy	140,605 +109,175	+347%	+$4.95M	3.86%	4
2020 Q4	$1.38M	Buy	31,430 +16,665	+113%	+$695K	0.95%	21
2020 Q3	$581K	Buy	14,765 +1,242	+9%	+$48.4K	0.44%	50
2020 Q2	$490K	Buy	13,523 +4,032	+42%	+$139K	0.4%	57
2020 Q1	$270K	Buy	9,491 +8,797	+1,268%	+$316K	0.25%	83
2019 Q4	$26K	Buy	+694	New	+$25.1K	0.02%	342

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

PSI Advisors's SPYM Position: Q2 2026 in Review

PSI Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q2 2026, selling an estimated $6.55M and leaving 548,077 shares worth $48.2M. The position accounts for 11.19% of the portfolio, ranked #2.

PSI Advisors first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $48.5M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

PSI Advisors held 548,077 shares of State Street SPDR Portfolio S&P 500 ETF worth $48.2M as of Q2 2026.
PSI Advisors sold 76,819 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.55M.
State Street SPDR Portfolio S&P 500 ETF made up 11.19% of PSI Advisors's portfolio in Q2 2026, its #2 holding.
PSI 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.
PSI Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $48.5M in Q4 2025.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.