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

Richardson Financial Services’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	$8.24M	Buy	93,773 +4,422	+5%	+$377K	4.67%	1
2026 Q1	$6.84M	Sell	89,351 -12,099	-12%	-$968K	4.28%	2
2025 Q4	$8.14M	Sell	101,450 -3,066	-3%	-$244K	2.63%	2
2025 Q3	$8.19M	Buy	104,516 +11,392	+12%	+$859K	5.08%	1
2025 Q2	$6.77M	Buy	93,124 +12,125	+15%	+$815K	4.54%	1
2025 Q1	$5.33M	Sell	80,999 -19,057	-19%	-$1.32M	4.05%	2
2024 Q4	$6.92M	Sell	100,056 -1,232	-1%	-$85.4K	4.87%	1
2024 Q3	$6.48M	Hold	101,288	–	–	4.12%	3
2024 Q2	$6.48M	Sell	101,288 -20,371	-17%	-$1.25M	4.67%	1
2024 Q1	$7.49M	Sell	121,659 -7,374	-6%	-$432K	5.28%	1
2023 Q4	$7.21M	Buy	+129,033	New	+$6.76M	6.32%	1

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

Richardson Financial Services's SPYM Position: Q2 2026 in Review

Richardson Financial Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.9% in Q2 2026, buying an estimated $377K and bringing the position to 93,773 shares worth $8.24M. The position accounts for 4.67% of the portfolio, ranked #1.

Richardson Financial Services first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Richardson Financial Services held 93,773 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.24M as of Q2 2026.
Richardson Financial Services bought 4,422 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $377K.
State Street SPDR Portfolio S&P 500 ETF made up 4.67% of Richardson Financial Services's portfolio in Q2 2026, its #1 holding.
Richardson Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.