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

Scarborough 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	$45.3M	Buy	520,803 +157,698	+43%	+$13.5M	5.21%	5
2026 Q1	$27.8M	Sell	363,105 -36,099	-9%	-$2.89M	3.04%	7
2025 Q4	$32M	Buy	399,204 +6,673	+2%	+$531K	5.41%	6
2025 Q3	$30.8M	Buy	392,531 +46,636	+13%	+$3.52M	5.43%	5
2025 Q2	$25.1M	Sell	345,895 -56,336	-14%	-$3.79M	4.99%	6
2025 Q1	$26.5M	Sell	402,231 -25,897	-6%	-$1.79M	3.77%	8
2024 Q4	$29.5M	Sell	428,128 -24,047	-5%	-$1.67M	4.17%	7
2024 Q3	$30.5M	Buy	452,175 +261,119	+137%	+$17M	4.93%	6
2024 Q2	$12.2M	Buy	191,056 +59,161	+45%	+$3.64M	5.03%	6
2024 Q1	$8.12M	Sell	131,895 -6,694	-5%	-$392K	3.76%	10
2023 Q4	$7.75M	Buy	138,589 +80,561	+139%	+$4.22M	1.6%	20
2023 Q3	$2.92M	Sell	58,028 -1,949	-3%	-$102K	0.71%	34
2023 Q2	$3.13M	Buy	59,977 +2,538	+4%	+$125K	0.75%	32
2023 Q1	$2.77M	Buy	+57,439	New	+$2.69M	0.7%	35

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Scarborough Advisors's SPYM Position: Q2 2026 in Review

Scarborough Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 43% in Q2 2026, buying an estimated $13.5M and bringing the position to 520,803 shares worth $45.3M. The position accounts for 5.21% of the portfolio, ranked #5.

Scarborough Advisors first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. 449 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Scarborough Advisors held 520,803 shares of State Street SPDR Portfolio S&P 500 ETF worth $45.3M as of Q2 2026.
Scarborough Advisors bought 157,698 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $13.5M.
State Street SPDR Portfolio S&P 500 ETF made up 5.21% of Scarborough Advisors's portfolio in Q2 2026, its #5 holding.
Scarborough Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
449 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.