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

Solitude Financial 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	$80.7M	Buy	918,816 +8,596	+0.9%	+$733K	22.35%	1
2026 Q1	$75M	Buy	910,220 +80,742	+10%	+$6.46M	22.18%	1
2025 Q4	$66.5M	Buy	829,478 +33,655	+4%	+$2.68M	21.94%	1
2025 Q3	$62.3M	Buy	+795,823	New	+$60M	21.34%	1

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Solitude Financial Services's SPYM Position: Q2 2026 in Review

Solitude Financial Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.94% in Q2 2026, buying an estimated $733K and bringing the position to 918,816 shares worth $80.7M. The position accounts for 22.35% of the portfolio, ranked #1.

Solitude Financial Services first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Solitude Financial Services held 918,816 shares of State Street SPDR Portfolio S&P 500 ETF worth $80.7M as of Q2 2026.
Solitude Financial Services bought 8,596 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $733K.
State Street SPDR Portfolio S&P 500 ETF made up 22.35% of Solitude Financial Services's portfolio in Q2 2026, its #1 holding.
Solitude Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Solitude Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.