Q3 Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Q3 Asset Management’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	–	Sell	-33,908	Closed	-$2.6M	–	90
2026 Q1	$2.6M	Sell	33,908 -3,213	-9%	-$257K	0.63%	23
2025 Q4	$2.98M	Sell	37,121 -49,710	-57%	-$3.95M	0.68%	24
2025 Q3	$6.8M	Buy	86,831 +50,033	+136%	+$3.77M	2.33%	5
2025 Q2	$2.67M	Sell	36,798 -339	-0.9%	-$22.8K	0.94%	20
2025 Q1	$2.44M	Buy	37,137 +23,489	+172%	+$1.62M	1.67%	21
2024 Q4	$940K	Buy	+13,648	New	+$946K	0.58%	29

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

Q3 Asset Management's SPYM Position: Q2 2026 in Review

Q3 Asset Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 33,908 shares — an estimated $2.6M sold.

Q3 Asset Management first reported a position in SPYM in Q4 2024 and held it in 6 quarters. The position peaked at $6.8M in Q3 2025. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Q3 Asset Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Q3 Asset Management sold 33,908 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.6M.
Q3 Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and held it in 6 quarters.
Q3 Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.8M in Q3 2025.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Q3 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.