SFM LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

SFM LLC’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	$2.23M	Buy	25,432 +14,183	+126%	+$1.21M	1.15%	24
2026 Q1	$861K	Sell	11,249 -17,431	-61%	-$1.39M	0.52%	36
2025 Q4	$2.3M	Buy	28,680 +16,236	+130%	+$1.29M	1.35%	21
2025 Q3	$975K	Sell	12,444 -255	-2%	-$19.2K	0.57%	36
2025 Q2	$923K	Hold	12,699	–	–	0.59%	36
2025 Q1	$835K	Buy	12,699 +442	+4%	+$30.6K	0.61%	37
2024 Q4	$845K	Sell	12,257 -588	-5%	-$40.8K	0.6%	36
2024 Q3	$867K	Sell	12,845 -139	-1%	-$9.04K	0.65%	33
2024 Q2	$831K	Sell	12,984 -2,320	-15%	-$143K	0.63%	33
2024 Q1	$942K	Sell	15,304 -872	-5%	-$51.1K	0.72%	31
2023 Q4	$904K	Buy	+16,176	New	+$847K	0.75%	34

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

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

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

SFM LLC's SPYM Position: Q2 2026 in Review

SFM LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 126% in Q2 2026, buying an estimated $1.21M and bringing the position to 25,432 shares worth $2.23M. The position accounts for 1.15% of the portfolio, ranked #24.

SFM LLC first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.3M in Q4 2025. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

SFM LLC held 25,432 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.23M as of Q2 2026.
SFM LLC bought 14,183 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.21M.
State Street SPDR Portfolio S&P 500 ETF made up 1.15% of SFM LLC's portfolio in Q2 2026, its #24 holding.
SFM LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
SFM LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.3M in Q4 2025.
624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.