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

River Street 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	$10.4M	Buy	118,387 +6,121	+5%	+$522K	3.06%	5
2026 Q1	$8.59M	Buy	112,266 +12,637	+13%	+$1.01M	2.9%	5
2025 Q4	$7.99M	Buy	99,629 +6,593	+7%	+$524K	2.99%	5
2025 Q3	$7.29M	Buy	93,036 +1,983	+2%	+$150K	2.83%	6
2025 Q2	$6.62M	Buy	91,053 +2,429	+3%	+$163K	2.85%	5
2025 Q1	$5.83M	Buy	88,624 +10,801	+14%	+$747K	2.89%	5
2024 Q4	$5.37M	Buy	77,823 +3,539	+5%	+$245K	2.74%	6
2024 Q3	$5.01M	Buy	74,284 +6,792	+10%	+$442K	2.72%	7
2024 Q2	$4.32M	Buy	67,492 +5,366	+9%	+$330K	2.65%	6
2024 Q1	$3.82M	Buy	62,126 +3,527	+6%	+$207K	2.58%	7
2023 Q4	$3.28M	Buy	58,599 +5,135	+10%	+$269K	2.61%	8
2023 Q3	$2.69M	Sell	53,464 -2	-0%	-$105	2.54%	7
2023 Q2	$2.79M	Sell	53,466 -1,513	-3%	-$74.7K	2.66%	7
2023 Q1	$2.65M	Sell	54,979 -699	-1%	-$32.8K	2.6%	7
2022 Q4	$2.5M	Buy	+55,678	New	+$2.52M	2.68%	6

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

River Street Advisors's SPYM Position: Q2 2026 in Review

River Street Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.5% in Q2 2026, buying an estimated $522K and bringing the position to 118,387 shares worth $10.4M. The position accounts for 3.06% of the portfolio, ranked #5.

River Street Advisors first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

River Street Advisors held 118,387 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.4M as of Q2 2026.
River Street Advisors bought 6,121 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $522K.
State Street SPDR Portfolio S&P 500 ETF made up 3.06% of River Street Advisors's portfolio in Q2 2026, its #5 holding.
River Street Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.