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

Pure 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	$15.5M	Buy	175,951 +55,133	+46%	+$4.7M	0.2%	69
2026 Q1	$9.25M	Buy	120,818 +56,914	+89%	+$4.55M	0.13%	82
2025 Q4	$5.13M	Buy	63,904 +56,958	+820%	+$4.53M	0.08%	109
2025 Q3	$544K	Sell	6,946 -261	-4%	-$19.7K	0.01%	294
2025 Q2	$524K	Buy	7,207 +23	+0.3%	+$1.55K	0.01%	284
2025 Q1	$472K	Buy	7,184 +539	+8%	+$37.3K	0.01%	248
2024 Q4	$458K	Buy	6,645 +1,317	+25%	+$91.3K	0.01%	228
2024 Q3	$360K	Buy	+5,328	New	+$346K	0.01%	252
2024 Q2	–	Sell	-4,819	Closed	-$297K	–	325
2024 Q1	$297K	Buy	+4,819	New	+$282K	0.01%	253

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

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

Pure Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 46% in Q2 2026, buying an estimated $4.7M and bringing the position to 175,951 shares worth $15.5M. The position accounts for 0.2% of the portfolio, ranked #69.

Pure Financial Advisors first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Pure Financial Advisors held 175,951 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.5M as of Q2 2026.
Pure Financial Advisors bought 55,133 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.7M.
State Street SPDR Portfolio S&P 500 ETF made up 0.2% of Pure Financial Advisors's portfolio in Q2 2026, its #69 holding.
Pure Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.