Sand Hill Global Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sand Hill Global 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	$159M	Sell	1,812,084 -31,207	-2%	-$2.66M	4.79%	5
2026 Q1	$141M	Buy	1,843,291 +229,705	+14%	+$18.4M	4.75%	7
2025 Q4	$129M	Sell	1,613,586 -59,149	-4%	-$4.7M	4.52%	8
2025 Q3	$131M	Sell	1,672,735 -31,649	-2%	-$2.39M	4.61%	8
2025 Q2	$124M	Sell	1,704,384 -5,301	-0.3%	-$356K	4.6%	7
2025 Q1	$112M	Buy	1,709,685 +46,004	+3%	+$3.18M	4.63%	7
2024 Q4	$115M	Buy	1,663,681 +9,261	+0.6%	+$642K	4.85%	7
2024 Q3	$112M	Buy	1,654,420 +27,194	+2%	+$1.77M	4.71%	7
2024 Q2	$104M	Buy	1,627,226 +70,115	+5%	+$4.32M	4.73%	7
2024 Q1	$95.8M	Buy	1,557,111 +46,541	+3%	+$2.73M	4.55%	7
2023 Q4	$84.4M	Buy	+1,510,570	New	+$79.1M	4.06%	7

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Sand Hill Global Advisors's SPYM Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.7% in Q2 2026, selling an estimated $2.66M and leaving 1,812,084 shares worth $159M. The position accounts for 4.79% of the portfolio, ranked #5.

Sand Hill Global Advisors first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Sand Hill Global Advisors held 1,812,084 shares of State Street SPDR Portfolio S&P 500 ETF worth $159M as of Q2 2026.
Sand Hill Global Advisors sold 31,207 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.66M.
State Street SPDR Portfolio S&P 500 ETF made up 4.79% of Sand Hill Global Advisors's portfolio in Q2 2026, its #5 holding.
Sand Hill Global Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.