Shaker Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Shaker Investments’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	$2.18M	Buy	24,757 +995	+4%	+$84.9K	0.78%	43
2026 Q1	$1.82M	Sell	23,762 -4,172	-15%	-$334K	0.83%	44
2025 Q4	$2.24M	Buy	27,934 +3,475	+14%	+$276K	0.93%	32
2025 Q3	$1.92M	Buy	24,459 +2,665	+12%	+$201K	0.77%	38
2025 Q2	$1.58M	Buy	21,794 +1,055	+5%	+$70.9K	0.65%	50
2025 Q1	$1.36M	Sell	20,739 -816	-4%	-$56.4K	0.66%	50
2024 Q4	$1.49M	Buy	21,555 +1,828	+9%	+$127K	0.62%	47
2024 Q3	$1.33M	Buy	19,727 +66	+0.3%	+$4.29K	0.55%	57
2024 Q2	$1.26M	Buy	19,661 +6,169	+46%	+$380K	0.55%	56
2024 Q1	$830K	Buy	13,492 +6,110	+83%	+$358K	0.35%	67
2023 Q4	$413K	Buy	+7,382	New	+$387K	0.19%	75

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

Shaker Investments's SPYM Position: Q2 2026 in Review

Shaker Investments increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.2% in Q2 2026, buying an estimated $84.9K and bringing the position to 24,757 shares worth $2.18M. The position accounts for 0.78% of the portfolio, ranked #43.

Shaker Investments first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.24M in Q4 2025. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Shaker Investments held 24,757 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.18M as of Q2 2026.
Shaker Investments bought 995 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $84.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.78% of Shaker Investments's portfolio in Q2 2026, its #43 holding.
Shaker Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Shaker Investments's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.24M 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 Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.