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

Rational 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	$15.3M	Sell	173,941 -19,213	-10%	-$1.64M	1.4%	19
2026 Q1	$14.8M	Buy	193,154 +203	+0.1%	+$16.2K	1.51%	18
2025 Q4	$15.5M	Sell	192,951 -19,674	-9%	-$1.56M	1.59%	17
2025 Q3	$16.7M	Sell	212,625 -19,061	-8%	-$1.44M	1.66%	15
2025 Q2	$16.8M	Sell	231,686 -10,978	-5%	-$738K	1.67%	16
2025 Q1	$16M	Sell	242,664 -19,036	-7%	-$1.32M	1.61%	16
2024 Q4	$18M	Sell	261,700 -26,905	-9%	-$1.86M	1.76%	16
2024 Q3	$19.5M	Sell	288,605 -18,643	-6%	-$1.21M	1.88%	16
2024 Q2	$19.7M	Sell	307,248 -32,632	-10%	-$2.01M	1.92%	14
2024 Q1	$20.9M	Buy	+339,880	New	+$19.9M	1.94%	14

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rational Advisors's SPYM Position: Q2 2026 in Review

Rational Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.9% in Q2 2026, selling an estimated $1.64M and leaving 173,941 shares worth $15.3M. The position accounts for 1.4% of the portfolio, ranked #19.

Rational Advisors first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.9M in Q1 2024. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Rational Advisors held 173,941 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.3M as of Q2 2026.
Rational Advisors sold 19,213 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.64M.
State Street SPDR Portfolio S&P 500 ETF made up 1.4% of Rational Advisors's portfolio in Q2 2026, its #19 holding.
Rational Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Rational Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $20.9M in Q1 2024.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.