Roman Butler Fullerton & Co’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Roman Butler Fullerton & Co’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	$897K	Buy	10,168 +193	+2%	+$16.5K	0.21%	115
2026 Q1	$794K	Sell	9,975 -296	-3%	-$23.7K	0.22%	113
2025 Q4	$833K	Sell	10,271 -372	-3%	-$29.6K	0.22%	114
2025 Q3	$861K	Sell	10,643 -1,624	-13%	-$123K	0.23%	109
2025 Q2	$919K	Buy	12,267 +524	+4%	+$35.2K	0.27%	98
2025 Q1	$742K	Sell	11,743 -246	-2%	-$17K	0.29%	85
2024 Q4	$845K	Buy	11,989 +558	+5%	+$38.7K	0.27%	94
2024 Q3	$779K	Sell	11,431 -439	-4%	-$28.5K	0.23%	99
2024 Q2	$783K	Buy	11,870 +5,353	+82%	+$330K	0.25%	90
2024 Q1	$383K	Sell	6,517 -4,789	-42%	-$280K	0.14%	154
2023 Q4	$648K	Buy	+11,306	New	+$592K	0.25%	96

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

Roman Butler Fullerton & Co's SPYM Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.9% in Q2 2026, buying an estimated $16.5K and bringing the position to 10,168 shares worth $897K. The position accounts for 0.21% of the portfolio, ranked #115.

Roman Butler Fullerton & Co first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $919K in Q2 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Roman Butler Fullerton & Co held 10,168 shares of State Street SPDR Portfolio S&P 500 ETF worth $897K as of Q2 2026.
Roman Butler Fullerton & Co bought 193 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $16.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.21% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #115 holding.
Roman Butler Fullerton & Co first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Roman Butler Fullerton & Co's State Street SPDR Portfolio S&P 500 ETF position peaked at $919K in Q2 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.