Sage Mountain Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sage Mountain Advisors’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	$233K	Hold	2,652	–	–	0.01%	202
2026 Q1	$203K	Buy	2,652 +19	+0.7%	+$1.52K	0.01%	200
2025 Q4	$211K	Hold	2,633	–	–	0.01%	466
2025 Q3	$206K	Hold	2,633	–	–	0.01%	461
2025 Q2	$191K	Sell	2,633 -285	-10%	-$19.2K	0.01%	409
2025 Q1	$192K	Hold	2,918	–	–	0.01%	381
2024 Q4	$201K	Buy	2,918 +285	+11%	+$19.8K	0.01%	374
2024 Q3	$178K	Hold	2,633	–	–	0.02%	390
2024 Q2	$169K	Sell	2,633 -487	-16%	-$30K	0.02%	343
2024 Q1	$192K	Buy	+3,120	New	+$183K	0.02%	321

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Sage Mountain Advisors's SPYM Position: Q2 2026 in Review

Sage Mountain Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 2,652 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #202.

Sage Mountain Advisors first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,722 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Sage Mountain Advisors held 2,652 shares of State Street SPDR Portfolio S&P 500 ETF worth $233K as of Q2 2026.
Sage Mountain Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #202 holding.
Sage Mountain Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.