Santori & Peters Inc’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Santori & Peters Inc’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	$438K	Hold	4,984	–	–	0.12%	57
2026 Q1	$381K	Hold	4,984	–	–	0.12%	55
2025 Q4	$400K	Hold	4,984	–	–	0.14%	54
2025 Q3	$390K	Hold	4,984	–	–	0.14%	50
2025 Q2	$362K	Hold	4,984	–	–	0.13%	50
2025 Q1	$328K	Hold	4,984	–	–	0.13%	50
2024 Q4	$344K	Hold	4,984	–	–	0.13%	48
2024 Q3	$336K	Hold	4,984	–	–	0.13%	49
2024 Q2	$319K	Sell	4,984 -80	-2%	-$4.92K	0.14%	46
2024 Q1	$312K	Buy	5,064 +655	+15%	+$38.4K	0.13%	44
2023 Q4	$246K	Hold	4,409	–	–	0.12%	47
2023 Q3	$222K	Hold	4,409	–	–	0.12%	48
2023 Q2	$230K	Buy	+4,409	New	+$218K	0.12%	48
2022 Q2	–	Sell	-4,411	Closed	-$234K	–	60
2022 Q1	$234K	Hold	4,411	–	–	0.13%	50
2021 Q4	$246K	Buy	+4,411	New	+$238K	0.13%	44

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 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

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Santori & Peters Inc's SPYM Position: Q2 2026 in Review

Santori & Peters Inc held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 4,984 shares worth $438K. The position accounts for 0.12% of the portfolio, ranked #57.

Santori & Peters Inc first reported a position in SPYM in Q4 2021 and has held it in 15 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Santori & Peters Inc held 4,984 shares of State Street SPDR Portfolio S&P 500 ETF worth $438K as of Q2 2026.
Santori & Peters Inc 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 0.12% of Santori & Peters Inc's portfolio in Q2 2026, its #57 holding.
Santori & Peters Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Santori & Peters Inc's 13F filing for Q2 2026, filed 24 Jul 2026.