Romano Brothers & Co’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Romano Brothers & 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	$443K	Sell	5,039 -3	-0.1%	-$256	0.04%	252
2026 Q1	$386K	Hold	5,042	–	–	0.04%	258
2025 Q4	$404K	Hold	5,042	–	–	0.05%	250
2025 Q3	$395K	Hold	5,042	–	–	0.05%	249
2025 Q2	$367K	Buy	5,042 +3	+0.1%	+$202	0.05%	250
2025 Q1	$331K	Hold	5,039	–	–	0.04%	255
2024 Q4	$347K	Buy	5,039 +1,039	+26%	+$72K	0.04%	246
2024 Q3	$270K	Hold	4,000	–	–	0.03%	272
2024 Q2	$256K	Hold	4,000	–	–	0.04%	271
2024 Q1	$246K	Hold	4,000	–	–	0.03%	281
2023 Q4	$224K	Hold	4,000	–	–	0.03%	282
2023 Q3	$201K	Hold	4,000	–	–	0.03%	292
2023 Q2	$208K	Buy	+4,000	New	+$197K	0.03%	291
2023 Q1	–	Sell	-4,000	Closed	-$180K	–	877
2022 Q4	$180K	Buy	+4,000	New	+$181K	0.03%	314

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Romano Brothers & Co's SPYM Position: Q2 2026 in Review

Romano Brothers & Co reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.06% in Q2 2026, selling an estimated $256 and leaving 5,039 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #252.

Romano Brothers & Co first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Romano Brothers & Co held 5,039 shares of State Street SPDR Portfolio S&P 500 ETF worth $443K as of Q2 2026.
Romano Brothers & Co sold 3 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $256.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #252 holding.
Romano Brothers & Co first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.