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

Roxbury 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	$16.5K	Buy	188 +91	+94%	+$7.76K	0.01%	283
2026 Q1	$7.43K	Hold	97	–	–	0.01%	313
2025 Q4	$7.77K	Hold	97	–	–	0.01%	309
2025 Q3	$7.57K	Sell	97 -294	-75%	-$22.2K	0.01%	301
2025 Q2	$28.4K	Buy	+391	New	+$26.3K	0.03%	219

Other funds holding SPYM

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Roxbury Financial's SPYM Position: Q2 2026 in Review

Roxbury Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 94% in Q2 2026, buying an estimated $7.76K and bringing the position to 188 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #283.

Roxbury Financial first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $28.4K in Q2 2025. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Roxbury Financial held 188 shares of State Street SPDR Portfolio S&P 500 ETF worth $16.5K as of Q2 2026.
Roxbury Financial bought 91 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.76K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #283 holding.
Roxbury Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Roxbury Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $28.4K in Q2 2025.
624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.