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

Simon Quick 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	$874K	Buy	9,942 +285	+3%	+$24.3K	0.04%	209
2026 Q1	$739K	Sell	9,657 -754	-7%	-$60.3K	0.03%	205
2025 Q4	$835K	Buy	10,411 +76	+0.7%	+$6.04K	0.04%	204
2025 Q3	$810K	Buy	+10,335	New	+$780K	0.04%	213
2021 Q3	–	Sell	-2,594	Closed	-$130K	–	446
2021 Q2	$130K	Buy	+2,594	New	+$127K	0.03%	127

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Simon Quick Advisors's SPYM Position: Q2 2026 in Review

Simon Quick Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3% in Q2 2026, buying an estimated $24.3K and bringing the position to 9,942 shares worth $874K. The position accounts for 0.04% of the portfolio, ranked #209.

Simon Quick Advisors first reported a position in SPYM in Q2 2021 and has held it in 5 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Simon Quick Advisors held 9,942 shares of State Street SPDR Portfolio S&P 500 ETF worth $874K as of Q2 2026.
Simon Quick Advisors bought 285 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $24.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Simon Quick Advisors's portfolio in Q2 2026, its #209 holding.
Simon Quick Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 5 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.