Ritter Daniher Financial Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Ritter Daniher Financial Advisory’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	$3.16M	Buy	35,980 +18,770	+109%	+$1.6M	0.48%	29
2026 Q1	$1.32M	Buy	17,210 +14,813	+618%	+$1.18M	0.22%	51
2025 Q4	$192K	Buy	2,397 +643	+37%	+$51.1K	0.03%	168
2025 Q3	$137K	Buy	1,754 +1,689	+2,598%	+$127K	0.02%	177
2025 Q2	$4.72K	Buy	+65	New	+$4.37K	﹤0.01%	288

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Ritter Daniher Financial Advisory's SPYM Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 109% in Q2 2026, buying an estimated $1.6M and bringing the position to 35,980 shares worth $3.16M. The position accounts for 0.48% of the portfolio, ranked #29.

Ritter Daniher Financial Advisory first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Ritter Daniher Financial Advisory held 35,980 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.16M as of Q2 2026.
Ritter Daniher Financial Advisory bought 18,770 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.6M.
State Street SPDR Portfolio S&P 500 ETF made up 0.48% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #29 holding.
Ritter Daniher Financial Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.