Shotwell Rutter Baer’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Shotwell Rutter Baer’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	$286K	Buy	3,250 +119	+4%	+$10.2K	0.16%	35
2026 Q1	$240K	Sell	3,131 -23	-0.7%	-$1.84K	0.14%	35
2025 Q4	$256K	Sell	3,154 -77	-2%	-$6.12K	0.15%	35
2025 Q3	$256K	Sell	3,231 -491	-13%	-$37K	0.17%	34
2025 Q2	$274K	Sell	3,722 -47	-1%	-$3.16K	0.19%	34
2025 Q1	$224K	Hold	3,769	–	–	0.2%	33
2024 Q4	$257K	Sell	3,769 -15	-0.4%	-$1.04K	0.22%	33
2024 Q3	$255K	Sell	3,784 -399	-10%	-$25.9K	0.21%	33
2024 Q2	$273K	Buy	+4,183	New	+$258K	0.24%	33
2024 Q1	–	Sell	-4,840	Closed	-$271K	–	26
2023 Q4	$271K	Buy	+4,840	New	+$254K	0.26%	32

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Shotwell Rutter Baer's SPYM Position: Q2 2026 in Review

Shotwell Rutter Baer increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.8% in Q2 2026, buying an estimated $10.2K and bringing the position to 3,250 shares worth $286K. The position accounts for 0.16% of the portfolio, ranked #35.

Shotwell Rutter Baer first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Shotwell Rutter Baer held 3,250 shares of State Street SPDR Portfolio S&P 500 ETF worth $286K as of Q2 2026.
Shotwell Rutter Baer bought 119 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $10.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Shotwell Rutter Baer's portfolio in Q2 2026, its #35 holding.
Shotwell Rutter Baer first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.