Rossby Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Rossby Financial’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	$5.46M	Buy	62,179 +21,305	+52%	+$1.82M	1%	18
2026 Q1	$3.15M	Buy	40,874 +37,430	+1,087%	+$2.99M	0.64%	30
2025 Q4	$276K	Sell	3,444 -844	-20%	-$67.1K	0.09%	214
2025 Q3	$337K	Sell	4,288 -121	-3%	-$9.13K	0.11%	178
2025 Q2	$320K	Buy	4,409 +2,421	+122%	+$163K	0.12%	177
2025 Q1	$129K	Buy	+1,988	New	+$137K	0.05%	302

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

Rossby Financial's SPYM Position: Q2 2026 in Review

Rossby Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 52% in Q2 2026, buying an estimated $1.82M and bringing the position to 62,179 shares worth $5.46M. The position accounts for 1% of the portfolio, ranked #18.

Rossby Financial first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Rossby Financial held 62,179 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.46M as of Q2 2026.
Rossby Financial bought 21,305 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.82M.
State Street SPDR Portfolio S&P 500 ETF made up 1% of Rossby Financial's portfolio in Q2 2026, its #18 holding.
Rossby Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.