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

Ranch Capital 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	$2.15M	Buy	24,466 +1,364	+6%	+$116K	0.68%	49
2026 Q1	$1.77M	Buy	23,102 +872	+4%	+$69.7K	0.64%	53
2025 Q4	$1.78M	Buy	22,230 +1,277	+6%	+$102K	0.66%	51
2025 Q3	$1.64M	Sell	20,953 -60	-0.3%	-$4.53K	0.64%	49
2025 Q2	$1.53M	Buy	21,013 +143	+0.7%	+$9.62K	0.66%	48
2025 Q1	$1.37M	Buy	20,870 +692	+3%	+$47.9K	0.65%	50
2024 Q4	$1.39M	Sell	20,178 -409	-2%	-$28.4K	0.66%	49
2024 Q3	$1.39M	Buy	20,587 +1,151	+6%	+$74.9K	0.66%	52
2024 Q2	$1.24M	Buy	19,436 +354	+2%	+$21.8K	0.65%	49
2024 Q1	$1.17M	Buy	19,082 +300	+2%	+$17.6K	0.63%	51
2023 Q4	$1.05M	Buy	18,782 +956	+5%	+$50.1K	0.65%	52
2023 Q3	$896K	Buy	17,826 +2,025	+13%	+$106K	0.63%	50
2023 Q2	$823K	Buy	15,801 +1,872	+13%	+$92.4K	0.58%	56
2023 Q1	$671K	Buy	13,929 +606	+5%	+$28.4K	0.49%	63
2022 Q4	$599K	Buy	13,323 +361	+3%	+$16.3K	0.47%	69
2022 Q3	$544K	Buy	12,962 +1,734	+15%	+$81K	0.45%	73
2022 Q2	$498K	Buy	11,228 +2,553	+29%	+$123K	0.38%	81
2022 Q1	$461K	Buy	8,675 +1,590	+22%	+$83.3K	0.3%	93
2021 Q4	$396K	Buy	7,085 +603	+9%	+$32.6K	0.26%	107
2021 Q3	$327K	Buy	6,482 +546	+9%	+$28.3K	0.2%	120
2021 Q2	$298K	Buy	5,936 +985	+20%	+$48.3K	0.18%	129
2021 Q1	$230K	Buy	4,951 +177	+4%	+$8.03K	0.15%	143
2020 Q4	$209K	Sell	4,774 -411	-8%	-$17.1K	0.15%	141
2020 Q3	$207K	Sell	5,185 -899	-15%	-$35K	0.17%	134
2020 Q2	$239K	Sell	6,084 -6,967	-53%	-$240K	0.19%	122
2020 Q1	$394K	Sell	13,051 -21,825	-63%	-$783K	0.39%	74
2019 Q4	$1.32M	Sell	34,876 -16,411	-32%	-$593K	1.07%	14
2019 Q3	$1.79M	Buy	+51,287	New	+$1.78M	1.91%	4

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

Ranch Capital Advisors's SPYM Position: Q2 2026 in Review

Ranch Capital Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.9% in Q2 2026, buying an estimated $116K and bringing the position to 24,466 shares worth $2.15M. The position accounts for 0.68% of the portfolio, ranked #49.

Ranch Capital Advisors first reported a position in SPYM in Q3 2019 and has held it in 28 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Ranch Capital Advisors held 24,466 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.15M as of Q2 2026.
Ranch Capital Advisors bought 1,364 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $116K.
State Street SPDR Portfolio S&P 500 ETF made up 0.68% of Ranch Capital Advisors's portfolio in Q2 2026, its #49 holding.
Ranch Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 28 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 Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.