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

SageGuard Financial Group’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	$204K	Buy	+2,324	New	+$198K	0.03%	207
2026 Q1	–	Sell	-2,868	Closed	-$230K	–	199
2025 Q4	$230K	Buy	+2,868	New	+$228K	0.04%	165
2021 Q3	$1.16M	Sell	22,915 -10,115	-31%	-$525K	18.14%	1
2021 Q2	$1.66M	Sell	33,030 -246	-0.7%	-$12.1K	0.75%	35
2021 Q1	$1.55M	Buy	33,276 +621	+2%	+$28.2K	0.72%	38
2020 Q4	$1.44M	Buy	+32,655	New	+$1.36M	0.69%	39

Other funds holding SPYM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

PAG

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

SageGuard Financial Group's SPYM Position: Q2 2026 in Review

SageGuard Financial Group opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,324 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #207 among its holdings. This is a return to the name: SageGuard Financial Group previously reported a position in SPYM as recently as Q4 2025.

SageGuard Financial Group first reported a position in SPYM in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.66M in Q2 2021. 1,181 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

SageGuard Financial Group held 2,324 shares of State Street SPDR Portfolio S&P 500 ETF worth $204K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new SageGuard Financial Group position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of SageGuard Financial Group's portfolio in Q2 2026, its #207 holding.
SageGuard Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.66M in Q2 2021.
1,181 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.