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

Sentinel Pension 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	$2.36M	Buy	26,974 +3,132	+13%	+$267K	0.31%	38
2026 Q1	$1.82M	Sell	23,842 -615	-3%	-$49.2K	0.27%	40
2025 Q4	$1.96M	Buy	24,457 +12	+0%	+$954	0.3%	38
2025 Q3	$1.92M	Buy	24,445 +5	+0%	+$377	0.31%	40
2025 Q2	$1.78M	Sell	24,440 -3	-0%	-$202	0.3%	41
2025 Q1	$1.61M	Buy	24,443 +51	+0.2%	+$3.53K	0.3%	43
2024 Q4	$1.68M	Sell	24,392 -21,972	-47%	-$1.52M	0.31%	44
2024 Q3	$3.13M	Sell	46,364 -14,163	-23%	-$921K	0.6%	26
2024 Q2	$3.87M	Buy	60,527 +1,122	+2%	+$69.1K	0.8%	24
2024 Q1	$3.66M	Buy	59,405 +123	+0.2%	+$7.2K	0.78%	25
2023 Q4	$3.31M	Buy	59,282 +146	+0.2%	+$7.65K	0.79%	23
2023 Q3	$2.97M	Buy	59,136 +5,132	+10%	+$268K	0.72%	24
2023 Q2	$2.81M	Buy	54,004 +2,904	+6%	+$143K	0.68%	26
2023 Q1	$2.45M	Buy	51,100 +1,174	+2%	+$55.1K	0.62%	27
2022 Q4	$2.25M	Sell	49,926 -1,036	-2%	-$46.8K	0.7%	28
2022 Q3	$2.14M	Buy	50,962 +5,317	+12%	+$248K	0.75%	26
2022 Q2	$2.02M	Buy	45,645 +127	+0.3%	+$6.12K	0.68%	27
2022 Q1	$2.42M	Buy	45,518 +7,695	+20%	+$403K	0.82%	28
2021 Q4	$2.11M	Buy	37,823 +4,162	+12%	+$225K	0.66%	30
2021 Q3	$1.7M	Buy	33,661 +66	+0.2%	+$3.42K	0.58%	29
2021 Q2	$1.69M	Buy	33,595 +2,061	+7%	+$101K	0.59%	34
2021 Q1	$1.47M	Buy	31,534 +3,488	+12%	+$158K	0.54%	33
2020 Q4	$1.23M	Buy	28,046 +1,777	+7%	+$74.1K	0.45%	38
2020 Q3	$1.03M	Buy	26,269 +2,296	+10%	+$89.4K	0.4%	43
2020 Q2	$869K	Buy	23,973 +5,529	+30%	+$190K	0.36%	42
2020 Q1	$558K	Buy	18,444 +1,721	+10%	+$61.7K	0.27%	45
2019 Q4	$632K	Buy	+16,723	New	+$605K	0.41%	33

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

Sentinel Pension Advisors's SPYM Position: Q2 2026 in Review

Sentinel Pension Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, buying an estimated $267K and bringing the position to 26,974 shares worth $2.36M. The position accounts for 0.31% of the portfolio, ranked #38.

Sentinel Pension Advisors first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.87M in Q2 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Sentinel Pension Advisors held 26,974 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.36M as of Q2 2026.
Sentinel Pension Advisors bought 3,132 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $267K.
State Street SPDR Portfolio S&P 500 ETF made up 0.31% of Sentinel Pension Advisors's portfolio in Q2 2026, its #38 holding.
Sentinel Pension Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
Sentinel Pension Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.87M in Q2 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.