Savant Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Savant Capital’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	$54.6M	Buy	661,768 +342,737	+107%	+$29.2M	0.16%	91
2026 Q1	$24.4M	Buy	319,031 +389	+0.1%	+$31.1K	0.12%	108
2025 Q4	$25.6M	Sell	318,642 -50,762	-14%	-$4.04M	0.15%	100
2025 Q3	$28.9M	Sell	369,404 -46,936	-11%	-$3.54M	0.18%	88
2025 Q2	$30.3M	Sell	416,340 -131,273	-24%	-$8.83M	0.22%	69
2025 Q1	$36M	Sell	547,613 -287,839	-34%	-$19.9M	0.3%	54
2024 Q4	$57.6M	Sell	835,452 -201,696	-19%	-$14M	0.45%	38
2024 Q3	$70M	Sell	1,037,148 -253,036	-20%	-$16.5M	0.58%	31
2024 Q2	$82.6M	Buy	+1,290,184	New	+$79.4M	0.83%	21

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

Savant Capital's SPYM Position: Q2 2026 in Review

Savant Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 107% in Q2 2026, buying an estimated $29.2M and bringing the position to 661,768 shares worth $54.6M. The position accounts for 0.16% of the portfolio, ranked #91.

Savant Capital first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. The position peaked at $82.6M in Q2 2024. 1,719 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Savant Capital held 661,768 shares of State Street SPDR Portfolio S&P 500 ETF worth $54.6M as of Q2 2026.
Savant Capital bought 342,737 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $29.2M.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Savant Capital's portfolio in Q2 2026, its #91 holding.
Savant Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
Savant Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $82.6M in Q2 2024.
1,719 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.