Security Financial Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Security Financial Services’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	$87.5M	Buy	995,716 +310,051	+45%	+$26.5M	12.14%	1
2026 Q1	$52.5M	Buy	685,665 +200,259	+41%	+$16M	8.3%	1
2025 Q4	$38.9M	Buy	485,406 +10,828	+2%	+$861K	6.11%	1
2025 Q3	$37.2M	Sell	474,578 -6,946	-1%	-$524K	6.01%	1
2025 Q2	$35M	Sell	481,524 -286,776	-37%	-$19.3M	6.18%	1
2025 Q1	$50.5M	Sell	768,300 -126,443	-14%	-$8.75M	10.03%	1
2024 Q4	$61.7M	Sell	894,743 -12,245	-1%	-$849K	12.56%	1
2024 Q3	$61.2M	Sell	906,988 -88,148	-9%	-$5.73M	12.47%	1
2024 Q2	$63.7M	Sell	995,136 -80,341	-7%	-$4.95M	13.84%	1
2024 Q1	$66.2M	Sell	1,075,477 -45,869	-4%	-$2.69M	14.93%	1
2023 Q4	$62.7M	Buy	1,121,346 +115,590	+11%	+$6.06M	15.37%	1
2023 Q3	$50.5M	Buy	1,005,756 +92,293	+10%	+$4.83M	14.27%	1
2023 Q2	$47.6M	Buy	913,463 +36,002	+4%	+$1.78M	13.51%	1
2023 Q1	$42.2M	Sell	877,461 -52,564	-6%	-$2.47M	12.84%	1
2022 Q4	$41.8M	Sell	930,025 -23,196	-2%	-$1.05M	12.97%	1
2022 Q3	$40M	Buy	953,221 +40,011	+4%	+$1.87M	13.64%	1
2022 Q2	$40.5M	Buy	913,210 +61,605	+7%	+$2.97M	12.91%	1
2022 Q1	$45.2M	Buy	851,605 +263,595	+45%	+$13.8M	14.34%	1
2021 Q4	$32.8M	Buy	+588,010	New	+$31.8M	10.95%	2

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

Security Financial Services's SPYM Position: Q2 2026 in Review

Security Financial Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 45% in Q2 2026, buying an estimated $26.5M and bringing the position to 995,716 shares worth $87.5M. The position accounts for 12.14% of the portfolio, ranked #1.

Security Financial Services first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Security Financial Services held 995,716 shares of State Street SPDR Portfolio S&P 500 ETF worth $87.5M as of Q2 2026.
Security Financial Services bought 310,051 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $26.5M.
State Street SPDR Portfolio S&P 500 ETF made up 12.14% of Security Financial Services's portfolio in Q2 2026, its #1 holding.
Security Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.