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

SageView Advisory 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	$8.65M	Buy	98,451 +83,036	+539%	+$7.08M	0.28%	44
2026 Q1	$1.18M	Buy	15,415 +11,271	+272%	+$902K	0.04%	212
2025 Q4	$332K	Sell	4,144 -3,056	-42%	-$243K	0.01%	450
2025 Q3	$564K	Buy	7,200 +399	+6%	+$30.1K	0.02%	363
2025 Q2	$510K	Sell	6,801 -196	-3%	-$13.2K	0.02%	365
2025 Q1	$460K	Buy	6,997 +201	+3%	+$13.9K	0.02%	364
2024 Q4	$469K	Buy	6,796 +2,578	+61%	+$179K	0.02%	352
2024 Q3	$285K	Sell	4,218 -159	-4%	-$10.3K	0.01%	409
2024 Q2	$280K	Sell	4,377 -729,870	-99%	-$44.9M	0.01%	454
2024 Q1	$17.2M	Buy	734,247 +708,260	+2,725%	+$41.5M	0.87%	15
2023 Q4	$1.5M	Sell	25,987 -8,338	-24%	-$437K	0.06%	192
2023 Q3	$1.73M	Buy	34,325 +6,888	+25%	+$360K	0.1%	124
2023 Q2	$1.43M	Buy	+27,437	New	+$1.35M	0.08%	172

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

SageView Advisory Group's SPYM Position: Q2 2026 in Review

SageView Advisory Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 539% in Q2 2026, buying an estimated $7.08M and bringing the position to 98,451 shares worth $8.65M. The position accounts for 0.28% of the portfolio, ranked #44.

SageView Advisory Group first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.2M in Q1 2024. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

SageView Advisory Group held 98,451 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.65M as of Q2 2026.
SageView Advisory Group bought 83,036 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.08M.
State Street SPDR Portfolio S&P 500 ETF made up 0.28% of SageView Advisory Group's portfolio in Q2 2026, its #44 holding.
SageView Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
SageView Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $17.2M in Q1 2024.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.