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

Resurgent 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 Q1	$1.94M	Buy	25,375 +10,566	+71%	+$845K	0.7%	31
2025 Q4	$1.19M	Buy	14,809 +1,306	+10%	+$104K	0.6%	40
2025 Q3	$1.06M	Buy	13,503 +1,139	+9%	+$85.9K	0.52%	47
2025 Q2	$899K	Sell	12,364 -10,773	-47%	-$724K	0.49%	56
2025 Q1	$1.52M	Sell	23,137 -2,296	-9%	-$159K	0.91%	26
2024 Q4	$1.75M	Buy	25,433 +6,518	+34%	+$452K	1.03%	21
2024 Q3	$1.28M	Sell	18,915 -4,657	-20%	-$303K	0.75%	35
2024 Q2	$1.51M	Sell	23,572 -10,436	-31%	-$642K	0.94%	26
2024 Q1	$2.09M	Buy	34,008 +2,619	+8%	+$153K	1.12%	19
2023 Q4	$1.75M	Buy	31,389 +18,488	+143%	+$969K	1.08%	16
2023 Q3	$648K	Buy	12,901 +12,038	+1,395%	+$630K	0.44%	55
2023 Q2	$45K	Buy	+863	New	+$42.6K	0.03%	346

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Resurgent Financial Advisors's SPYM Position: Q1 2026 in Review

Resurgent Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 71% in Q1 2026, buying an estimated $845K and bringing the position to 25,375 shares worth $1.94M. The position accounts for 0.7% of the portfolio, ranked #31.

Resurgent Financial Advisors first reported a position in SPYM in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.09M in Q1 2024. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Resurgent Financial Advisors held 25,375 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.94M as of Q1 2026.
Resurgent Financial Advisors bought 10,566 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $845K.
State Street SPDR Portfolio S&P 500 ETF made up 0.7% of Resurgent Financial Advisors's portfolio in Q1 2026, its #31 holding.
Resurgent Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Resurgent Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.09M in Q1 2024.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.