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

RiverFront Investment Group’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	$168M	Buy	1,912,966 +666,701	+53%	+$56.9M	2.22%	15
2026 Q1	$95.4M	Buy	1,246,265 +10,484	+0.8%	+$839K	1.48%	26
2025 Q4	$99.1M	Buy	1,235,781 +287	+0%	+$22.8K	1.64%	25
2025 Q3	$96.8M	Buy	1,235,494 +7,412	+0.6%	+$559K	1.7%	23
2025 Q2	$89.3M	Sell	1,228,082 -17,450	-1%	-$1.17M	1.74%	22
2025 Q1	$81.9M	Buy	1,245,532 +26,231	+2%	+$1.81M	1.82%	19
2024 Q4	$84.1M	Buy	1,219,301 +24,958	+2%	+$1.73M	1.91%	19
2024 Q3	$80.6M	Buy	1,194,343 +28,682	+2%	+$1.87M	1.9%	17
2024 Q2	$74.6M	Buy	1,165,661 +10,625	+0.9%	+$654K	1.99%	15
2024 Q1	$71.1M	Buy	1,155,036 +27,889	+2%	+$1.63M	2%	15
2023 Q4	$63M	Buy	+1,127,147	New	+$59.1M	1.98%	17

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

RiverFront Investment Group's SPYM Position: Q2 2026 in Review

RiverFront Investment Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 53% in Q2 2026, buying an estimated $56.9M and bringing the position to 1,912,966 shares worth $168M. The position accounts for 2.22% of the portfolio, ranked #15.

RiverFront Investment Group first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

RiverFront Investment Group held 1,912,966 shares of State Street SPDR Portfolio S&P 500 ETF worth $168M as of Q2 2026.
RiverFront Investment Group bought 666,701 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $56.9M.
State Street SPDR Portfolio S&P 500 ETF made up 2.22% of RiverFront Investment Group's portfolio in Q2 2026, its #15 holding.
RiverFront Investment Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.