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

Sequoia Financial 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	$46.2M	Buy	526,150 +17,076	+3%	+$1.46M	0.23%	74
2026 Q1	$39M	Sell	509,074 -49,164	-9%	-$3.93M	0.22%	82
2025 Q4	$44.8M	Buy	558,238 +17,161	+3%	+$1.36M	0.25%	75
2025 Q3	$42.4M	Sell	541,077 -21,358	-4%	-$1.61M	0.26%	77
2025 Q2	$40.9M	Sell	562,435 -18,533	-3%	-$1.25M	0.28%	72
2025 Q1	$38.2M	Sell	580,968 -15,158	-3%	-$1.05M	0.29%	75
2024 Q4	$41.1M	Sell	596,126 -14,629	-2%	-$1.01M	0.4%	56
2024 Q3	$41.2M	Sell	610,755 -6,471	-1%	-$421K	0.44%	52
2024 Q2	$39.5M	Sell	617,226 -4,398	-0.7%	-$271K	0.48%	47
2024 Q1	$38.2M	Sell	621,624 -75,256	-11%	-$4.41M	0.48%	48
2023 Q4	$39M	Buy	696,880 +358,038	+106%	+$18.8M	0.48%	39
2023 Q3	$17M	Sell	338,842 -17,379	-5%	-$909K	0.3%	68
2023 Q2	$18.6M	Sell	356,221 -19,565	-5%	-$966K	0.32%	61
2023 Q1	$18.1M	Sell	375,786 -4,045	-1%	-$190K	0.4%	46
2022 Q4	$17.1M	Buy	379,831 +51,701	+16%	+$2.34M	0.42%	46
2022 Q3	$13.8M	Sell	328,130 -23,083	-7%	-$1.08M	0.43%	40
2022 Q2	$15.6M	Sell	351,213 -38,594	-10%	-$1.86M	0.44%	39
2022 Q1	$20.7M	Buy	+389,807	New	+$20.4M	0.52%	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

Sequoia Financial Advisors's SPYM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.4% in Q2 2026, buying an estimated $1.46M and bringing the position to 526,150 shares worth $46.2M. The position accounts for 0.23% of the portfolio, ranked #74.

Sequoia Financial Advisors first reported a position in SPYM in Q1 2022 and has held it in 18 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Sequoia Financial Advisors held 526,150 shares of State Street SPDR Portfolio S&P 500 ETF worth $46.2M as of Q2 2026.
Sequoia Financial Advisors bought 17,076 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.46M.
State Street SPDR Portfolio S&P 500 ETF made up 0.23% of Sequoia Financial Advisors's portfolio in Q2 2026, its #74 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.