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

Soltis Investment 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	$226K	Sell	2,570 -1,297	-34%	-$111K	0.01%	589
2026 Q1	$296K	Buy	+3,867	New	+$309K	0.02%	440

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Soltis Investment Advisors's SPYM Position: Q2 2026 in Review

Soltis Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 34% in Q2 2026, selling an estimated $111K and leaving 2,570 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #589.

Soltis Investment Advisors first reported a position in SPYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $296K in Q1 2026. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Soltis Investment Advisors held 2,570 shares of State Street SPDR Portfolio S&P 500 ETF worth $226K as of Q2 2026.
Soltis Investment Advisors sold 1,297 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $111K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #589 holding.
Soltis Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
Soltis Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $296K in Q1 2026.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.