SRSA
SPYM

S.R. Schill & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

S.R. Schill & Associates’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 		$24M Buy
272,899
+47,801
+21% +$4.08M 14.48% 2
2026
Q1 		$17.2M Buy
225,098
+8,174
+4% +$654K 11.64% 4
2025
Q4 		$17.4M Sell
216,924
-3,555
-2% -$283K 12.29% 4
2025
Q3 		$17.3M Sell
220,479
-9,305
-4% -$702K 12.13% 4
2025
Q2 		$16.7M Buy
229,784
+5,918
+3% +$398K 12.31% 3
2025
Q1 		$14.7M Buy
223,866
+2,961
+1% +$205K 11.74% 4
2024
Q4 		$15.2M Sell
220,905
-6,962
-3% -$483K 12.74% 4
2024
Q3 		$15.4M Sell
227,867
-7,266
-3% -$473K 10.89% 4
2024
Q2 		$15M Sell
235,133
-19,069
-8% -$1.17M 6.59% 5
2024
Q1 		$15.6M Sell
254,202
-2,352
-0.9% -$138K 6.8% 5
2023
Q4 		$14.3M Buy
256,554
+9,405
+4% +$493K 6.39% 5
2023
Q3 		$12.4M Sell
247,149
-20,721
-8% -$1.08M 6.03% 6
2023
Q2 		$14M Buy
267,870
+479
+0.2% +$23.6K 6.34% 5
2023
Q1 		$12.9M Sell
267,391
-3,363
-1% -$158K 5.97% 6
2022
Q4 		$12.2M Buy
270,754
+401
+0.1% +$18.1K 6.07% 6
2022
Q3 		$11.4M Sell
270,353
-708
-0.3% -$33.1K 6.05% 6
2022
Q2 		$12M Sell
271,061
-6,916
-2% -$333K 6.01% 5
2022
Q1 		$14.8M Sell
277,977
-8,147
-3% -$427K 6.21% 5
2021
Q4 		$16M Sell
286,124
-21,767
-7% -$1.18M 6.37% 4
2021
Q3 		$15.5M Sell
307,891
-10,465
-3% -$543K 6.65% 5
2021
Q2 		$16M Buy
318,356
+3,246
+1% +$159K 6.34% 4
2021
Q1 		$14.7M Buy
315,110
+4,290
+1% +$195K 6.46% 4
2020
Q4 		$13.7M Buy
310,820
+1,896
+0.6% +$79.1K 6.3% 4
2020
Q3 		$12.2M Buy
308,924
+15
+0% +$584 6.17% 4
2020
Q2 		$11.2M Sell
308,909
-46,614
-13% -$1.6M 6.52% 4
2020
Q1 		$10.8M Buy
+355,523
New +$12.8M 7.2% 4

Other funds holding SPYM

GT
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
GI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

S.R. Schill & Associates's SPYM Position: Q2 2026 in Review

S.R. Schill & Associates increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 21% in Q2 2026, buying an estimated $4.08M and bringing the position to 272,899 shares worth $24M. The position accounts for 14.48% of the portfolio, ranked #2.

S.R. Schill & Associates first reported a position in SPYM in Q1 2020 and has held it in 26 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • S.R. Schill & Associates held 272,899 shares of State Street SPDR Portfolio S&P 500 ETF worth $24M as of Q2 2026.
  • S.R. Schill & Associates bought 47,801 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.08M.
  • State Street SPDR Portfolio S&P 500 ETF made up 14.48% of S.R. Schill & Associates's portfolio in Q2 2026, its #2 holding.
  • S.R. Schill & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on S.R. Schill & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.