Smith Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Smith Asset Management’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	$1.14M	Buy	13,001 +1,200	+10%	+$102K	0.9%	37
2026 Q1	$903K	Buy	11,801 +818	+7%	+$65.4K	0.78%	39
2025 Q4	$881K	Buy	10,983 +1,612	+17%	+$128K	0.73%	39
2025 Q3	$742K	Buy	9,371 +2,891	+45%	+$218K	0.63%	43
2025 Q2	$471K	Buy	6,480 +1,266	+24%	+$85.1K	0.41%	53
2025 Q1	$343K	Buy	5,214 +637	+14%	+$44.1K	0.32%	51
2024 Q4	$316K	Buy	+4,577	New	+$317K	0.31%	54

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

Smith Asset Management's SPYM Position: Q2 2026 in Review

Smith Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10% in Q2 2026, buying an estimated $102K and bringing the position to 13,001 shares worth $1.14M. The position accounts for 0.9% of the portfolio, ranked #37.

Smith Asset Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Smith Asset Management held 13,001 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.14M as of Q2 2026.
Smith Asset Management bought 1,200 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $102K.
State Street SPDR Portfolio S&P 500 ETF made up 0.9% of Smith Asset Management's portfolio in Q2 2026, its #37 holding.
Smith Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Smith Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.