Sonoma Allocations’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sonoma Allocations’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	–	Sell	-5,981	Closed	-$463K	–	151
2026 Q1	$463K	Buy	5,981 +167	+3%	+$13.4K	0.16%	95
2025 Q4	$475K	Buy	5,814 +337	+6%	+$26.8K	0.16%	83
2025 Q3	$426K	Buy	+5,477	New	+$413K	0.15%	80

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

Sonoma Allocations's SPYM Position: Q2 2026 in Review

Sonoma Allocations sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 5,981 shares — an estimated $463K sold.

Sonoma Allocations first reported a position in SPYM in Q3 2025 and held it in 3 quarters. The position peaked at $475K in Q4 2025. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Sonoma Allocations reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Sonoma Allocations sold 5,981 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $463K.
Sonoma Allocations first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and held it in 3 quarters.
Sonoma Allocations's State Street SPDR Portfolio S&P 500 ETF position peaked at $475K in Q4 2025.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.