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

SCS Capital Management’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	$276M	Buy	3,146,097 +41,640	+1%	+$3.55M	2.61%	9
2026 Q1	$238M	Buy	3,104,457 +476,470	+18%	+$38.1M	2.52%	9
2025 Q4	$211M	Buy	2,627,987 +74,299	+3%	+$5.91M	2.23%	10
2025 Q3	$200M	Buy	2,553,688 +33,015	+1%	+$2.49M	2.18%	12
2025 Q2	$183M	Sell	2,520,673 -23,689	-0.9%	-$1.59M	2.03%	13
2025 Q1	$167M	Buy	+2,544,362	New	+$176M	2.13%	15

Other funds holding SPYM

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

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 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

SCS Capital Management's SPYM Position: Q2 2026 in Review

SCS Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.3% in Q2 2026, buying an estimated $3.55M and bringing the position to 3,146,097 shares worth $276M. The position accounts for 2.61% of the portfolio, ranked #9.

SCS Capital Management first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

SCS Capital Management held 3,146,097 shares of State Street SPDR Portfolio S&P 500 ETF worth $276M as of Q2 2026.
SCS Capital Management bought 41,640 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.55M.
State Street SPDR Portfolio S&P 500 ETF made up 2.61% of SCS Capital Management's portfolio in Q2 2026, its #9 holding.
SCS Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.