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

Rockbridge Investment Management’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	$59.9M	Buy	681,500 +39,786	+6%	+$3.39M	4.86%	8
2026 Q1	$49.1M	Buy	641,714 +100,435	+19%	+$8.03M	4.41%	8
2025 Q4	$43.4M	Buy	541,279 +64,335	+13%	+$5.12M	4.04%	8
2025 Q3	$37.4M	Buy	476,944 +56,801	+14%	+$4.28M	3.69%	8
2025 Q2	$30.5M	Buy	420,143 +48,194	+13%	+$3.24M	3.27%	8
2025 Q1	$24.5M	Buy	371,949 +47,425	+15%	+$3.28M	2.89%	8
2024 Q4	$22.4M	Buy	324,524 +88,596	+38%	+$6.14M	2.87%	8
2024 Q3	$15.9M	Buy	+235,928	New	+$15.3M	2.06%	12
2024 Q1	–	Sell	-4,302	Closed	-$240K	–	543
2023 Q4	$240K	Buy	+4,302	New	+$225K	0.04%	101
2022 Q3	–	Sell	-4,615	Closed	-$205K	–	519
2022 Q2	$205K	Sell	4,615 -686	-13%	-$33.1K	0.04%	101
2022 Q1	$282K	Sell	5,301 -288	-5%	-$15.1K	0.04%	127
2021 Q4	$312K	Sell	5,589 -222	-4%	-$12K	0.05%	132
2021 Q3	$293K	Hold	5,811	–	–	0.05%	121
2021 Q2	$292K	Sell	5,811 -60	-1%	-$2.94K	0.05%	122
2021 Q1	$274K	Sell	5,871 -1,415	-19%	-$64.2K	0.05%	117
2020 Q4	$320K	Sell	7,286 -5	-0.1%	-$209	0.07%	112
2020 Q3	$287K	Sell	7,291 -432	-6%	-$16.8K	0.07%	111
2020 Q2	$280K	Buy	+7,723	New	+$266K	0.07%	104

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

Rockbridge Investment Management's SPYM Position: Q2 2026 in Review

Rockbridge Investment Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.2% in Q2 2026, buying an estimated $3.39M and bringing the position to 681,500 shares worth $59.9M. The position accounts for 4.86% of the portfolio, ranked #8.

Rockbridge Investment Management first reported a position in SPYM in Q2 2020 and has held it in 18 quarters since. 1,726 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Rockbridge Investment Management held 681,500 shares of State Street SPDR Portfolio S&P 500 ETF worth $59.9M as of Q2 2026.
Rockbridge Investment Management bought 39,786 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.39M.
State Street SPDR Portfolio S&P 500 ETF made up 4.86% of Rockbridge Investment Management's portfolio in Q2 2026, its #8 holding.
Rockbridge Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 18 quarters since.
1,726 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.