Slagle Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Slagle Financial’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	$14.4M	Sell	163,506 -4,105	-2%	-$350K	4.3%	3
2026 Q1	$12.8M	Buy	167,611 +3,684	+2%	+$295K	4.24%	3
2025 Q4	$13.2M	Buy	163,927 +2,734	+2%	+$217K	4.59%	3
2025 Q3	$12.6M	Buy	161,193 +849	+0.5%	+$64K	4.63%	3
2025 Q2	$11.7M	Buy	160,344 +117,512	+274%	+$7.9M	4.69%	2
2025 Q1	$2.82M	Buy	42,832 +6,792	+19%	+$470K	1.25%	30
2024 Q4	$2.48M	Buy	36,040 +3,108	+9%	+$215K	1.12%	35
2024 Q3	$2.22M	Buy	32,932 +2,429	+8%	+$158K	0.99%	41
2024 Q2	$1.95M	Buy	30,503 +3,594	+13%	+$221K	1%	42
2024 Q1	$1.66M	Sell	26,909 -23,935	-47%	-$1.4M	0.9%	47
2023 Q4	$1.42M	Buy	50,844 +27,075	+114%	+$1.42M	0.81%	53
2023 Q3	$1.19M	Buy	23,769 +1,359	+6%	+$71.1K	0.73%	56
2023 Q2	$1.17M	Buy	+22,410	New	+$1.11M	0.73%	56

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Slagle Financial's SPYM Position: Q2 2026 in Review

Slagle Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.4% in Q2 2026, selling an estimated $350K and leaving 163,506 shares worth $14.4M. The position accounts for 4.3% of the portfolio, ranked #3.

Slagle Financial first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Slagle Financial held 163,506 shares of State Street SPDR Portfolio S&P 500 ETF worth $14.4M as of Q2 2026.
Slagle Financial sold 4,105 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $350K.
State Street SPDR Portfolio S&P 500 ETF made up 4.3% of Slagle Financial's portfolio in Q2 2026, its #3 holding.
Slagle Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.