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

Secure Asset 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	$3.85M	Buy	43,824 +22,791	+108%	+$1.94M	0.54%	50
2026 Q1	$1.61M	Sell	21,033 -2,708	-11%	-$217K	0.25%	100
2025 Q4	$1.9M	Buy	23,741 +1,719	+8%	+$137K	0.3%	91
2025 Q3	$1.73M	Sell	22,022 -2,079	-9%	-$157K	0.29%	96
2025 Q2	$1.75M	Sell	24,101 -2,362	-9%	-$159K	0.32%	79
2025 Q1	$1.74M	Buy	26,463 +22,601	+585%	+$1.56M	0.35%	95
2024 Q4	$266K	Buy	+3,862	New	+$268K	0.04%	269

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

Secure Asset Management's SPYM Position: Q2 2026 in Review

Secure Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 108% in Q2 2026, buying an estimated $1.94M and bringing the position to 43,824 shares worth $3.85M. The position accounts for 0.54% of the portfolio, ranked #50.

Secure Asset Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Secure Asset Management held 43,824 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.85M as of Q2 2026.
Secure Asset Management bought 22,791 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.94M.
State Street SPDR Portfolio S&P 500 ETF made up 0.54% of Secure Asset Management's portfolio in Q2 2026, its #50 holding.
Secure Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.