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

Sequent 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	$262K	Hold	2,983	–	–	0.11%	81
2026 Q1	$228K	Hold	2,983	–	–	0.11%	84
2025 Q4	$239K	Hold	2,983	–	–	0.11%	87
2025 Q3	$234K	Hold	2,983	–	–	0.11%	83
2025 Q2	$217K	Buy	+2,983	New	+$201K	0.17%	64
2025 Q1	–	Sell	-2,983	Closed	-$206K	–	88
2024 Q4	$206K	Hold	2,983	–	–	0.1%	86
2024 Q3	$201K	Sell	2,983 -2,983	-50%	-$194K	0.1%	92
2024 Q2	$382K	Buy	+5,966	New	+$367K	0.19%	56

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Sequent Asset Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 2,983 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #81.

Sequent Asset Management first reported a position in SPYM in Q2 2024 and has held it in 8 quarters since. The position peaked at $382K in Q2 2024. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Sequent Asset Management held 2,983 shares of State Street SPDR Portfolio S&P 500 ETF worth $262K as of Q2 2026.
Sequent Asset Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Sequent Asset Management's portfolio in Q2 2026, its #81 holding.
Sequent Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Sequent Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $382K in Q2 2024.
852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sequent Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.