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 Q2	$3.27M	Buy	37,161 +11,786	+46%	+$1.01M	0.91%	25
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 $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

Resurgent Financial Advisors's SPYM Position: Q2 2026 in Review

Resurgent Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 46% in Q2 2026, buying an estimated $1.01M and bringing the position to 37,161 shares worth $3.27M. The position accounts for 0.91% of the portfolio, ranked #25.

Resurgent Financial Advisors first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Resurgent Financial Advisors held 37,161 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.27M as of Q2 2026.
Resurgent Financial Advisors bought 11,786 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.01M.
State Street SPDR Portfolio S&P 500 ETF made up 0.91% of Resurgent Financial Advisors's portfolio in Q2 2026, its #25 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 13 quarters since.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.