Signature Estate & Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Signature Estate & Investment 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	$958K	Buy	10,898 +476	+5%	+$40.6K	0.02%	274
2026 Q1	$798K	Buy	10,422 +2,917	+39%	+$233K	0.02%	315
2025 Q4	$602K	Buy	7,505 +118	+2%	+$9.38K	0.01%	352
2025 Q3	$579K	Buy	+7,387	New	+$557K	0.01%	359

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Signature Estate & Investment Advisors's SPYM Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.6% in Q2 2026, buying an estimated $40.6K and bringing the position to 10,898 shares worth $958K. The position accounts for 0.02% of the portfolio, ranked #274.

Signature Estate & Investment Advisors first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 1,122 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Signature Estate & Investment Advisors held 10,898 shares of State Street SPDR Portfolio S&P 500 ETF worth $958K as of Q2 2026.
Signature Estate & Investment Advisors bought 476 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $40.6K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #274 holding.
Signature Estate & Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
1,122 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.