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

Richmond Investment 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	$21.7M	Sell	246,875 -222,837	-47%	-$19M	6.86%	3
2026 Q1	$36M	Buy	469,712 +18,581	+4%	+$1.49M	5.81%	3
2025 Q4	$36.2M	Buy	451,131 +35,386	+9%	+$2.81M	6.26%	3
2025 Q3	$32.6M	Buy	415,745 +108,421	+35%	+$8.18M	6.06%	3
2025 Q2	$22.3M	Buy	307,324 +261,188	+566%	+$17.6M	4.72%	5
2025 Q1	$3.03M	Buy	46,136 +27,742	+151%	+$1.92M	1.65%	14
2024 Q4	$1.27M	Buy	+18,394	New	+$1.27M	0.71%	29

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

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 $43.3B AUM 29.3% 1-Year Est. Return

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Richmond Investment Services's SPYM Position: Q2 2026 in Review

Richmond Investment Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 47% in Q2 2026, selling an estimated $19M and leaving 246,875 shares worth $21.7M. The position accounts for 6.86% of the portfolio, ranked #3.

Richmond Investment Services first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.2M in Q4 2025. 683 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Richmond Investment Services held 246,875 shares of State Street SPDR Portfolio S&P 500 ETF worth $21.7M as of Q2 2026.
Richmond Investment Services sold 222,837 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $19M.
State Street SPDR Portfolio S&P 500 ETF made up 6.86% of Richmond Investment Services's portfolio in Q2 2026, its #3 holding.
Richmond Investment Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $36.2M in Q4 2025.
683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.