RFG
SPYM

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

Range Financial Group’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 		$8.3M Sell
94,410
-871
-0.9% -$74.3K 2.27% 6
2026
Q1 		$7.29M Sell
95,281
-1,045
-1% -$83.6K 2.45% 3
2025
Q4 		$7.73M Buy
96,326
+4,809
+5% +$382K 2.67% 3
2025
Q3 		$7.17M Sell
91,517
-1,588
-2% -$120K 2.59% 4
2025
Q2 		$6.77M Sell
93,105
-3,289
-3% -$221K 2.66% 4
2025
Q1 		$6.34M Sell
96,394
-180
-0.2% -$12.4K 2.81% 3
2024
Q4 		$6.66M Buy
96,574
+51,843
+116% +$3.59M 3.07% 3
2024
Q3 		$3.02M Sell
44,731
-56,886
-56% -$3.7M 4.15% 3
2024
Q2 		$6.5M Sell
101,617
-314
-0.3% -$19.3K 3.32% 3
2024
Q1 		$6.27M Sell
101,931
-1,629
-2% -$95.4K 3.26% 2
2023
Q4 		$5.79M Sell
103,560
-826
-0.8% -$43.3K 3.48% 2
2023
Q3 		$5.25M Buy
104,386
+4,104
+4% +$215K 3.47% 2
2023
Q2 		$5.23M Buy
100,282
+45,178
+82% +$2.23M 3.32% 4
2023
Q1 		$2.65M Sell
55,104
-1,068
-2% -$50.1K 1.74% 6
2022
Q4 		$2.53M Buy
56,172
+33
+0.1% +$1.49K 1.72% 6
2022
Q3 		$2.36M Sell
56,139
-771
-1% -$36K 1.82% 4
2022
Q2 		$2.52M Sell
56,910
-128
-0.2% -$6.17K 1.83% 5
2022
Q1 		$3.03M Sell
57,038
-155
-0.3% -$8.12K 1.94% 5
2021
Q4 		$3.19M Buy
57,193
+305
+0.5% +$16.5K 2.1% 5
2021
Q3 		$2.87M Sell
56,888
-158
-0.3% -$8.2K 2.07% 4
2021
Q2 		$2.87M Sell
57,046
-254
-0.4% -$12.5K 2.12% 2
2021
Q1 		$2.67M Buy
+57,300
New +$2.6M 2.43% 2

Other funds holding SPYM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Range Financial Group's SPYM Position: Q2 2026 in Review

Range Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.91% in Q2 2026, selling an estimated $74.3K and leaving 94,410 shares worth $8.3M. The position accounts for 2.27% of the portfolio, ranked #6.

Range Financial Group first reported a position in SPYM in Q1 2021 and has held it in 22 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Range Financial Group held 94,410 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.3M as of Q2 2026.
  • Range Financial Group sold 871 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $74.3K.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.27% of Range Financial Group's portfolio in Q2 2026, its #6 holding.
  • Range Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Range Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.