SMI Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

SMI Advisory Services’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	$364K	Buy	4,118 +336	+9%	+$28.7K	0.06%	49
2026 Q1	$293K	Sell	3,782 -34	-0.9%	-$2.72K	0.05%	51
2025 Q4	$312K	Sell	3,816 -41	-1%	-$3.26K	0.05%	46
2025 Q3	$304K	Sell	3,857 -1,232	-24%	-$92.9K	0.06%	40
2025 Q2	$374K	Sell	5,089 -477	-9%	-$32.1K	0.07%	35
2025 Q1	$330K	Buy	+5,566	New	+$385K	0.07%	30
2024 Q1	–	Sell	-7,349	Closed	-$412K	–	70
2023 Q4	$412K	Sell	7,349 -1,651	-18%	-$86.5K	0.1%	36
2023 Q3	$466K	Buy	+9,000	New	+$471K	0.17%	36
2023 Q1	$542K	Sell	12,058 -583	-5%	-$27.4K	0.18%	31
2022 Q4	$531K	Hold	12,641	–	–	0.17%	32
2022 Q3	$531K	Sell	12,641 -10,080	-44%	-$471K	0.17%	32
2022 Q2	$1.01M	Buy	+22,721	New	+$1.09M	0.36%	16

Other funds holding SPYM

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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

SMI Advisory Services's SPYM Position: Q2 2026 in Review

SMI Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.9% in Q2 2026, buying an estimated $28.7K and bringing the position to 4,118 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #49.

SMI Advisory Services first reported a position in SPYM in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.01M in Q2 2022. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

SMI Advisory Services held 4,118 shares of State Street SPDR Portfolio S&P 500 ETF worth $364K as of Q2 2026.
SMI Advisory Services bought 336 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $28.7K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of SMI Advisory Services's portfolio in Q2 2026, its #49 holding.
SMI Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 12 quarters since.
SMI Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.01M in Q2 2022.
334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.