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

Sovereign Financial Group’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	$818K	Buy	9,309 +1,635	+21%	+$139K	0.13%	154
2026 Q1	$587K	Buy	7,674 +32	+0.4%	+$2.56K	0.1%	181
2025 Q4	$613K	Sell	7,642 -644	-8%	-$51.2K	0.11%	163
2025 Q3	$649K	Buy	8,286 +7	+0.1%	+$528	0.12%	153
2025 Q2	$602K	Sell	8,279 -157	-2%	-$10.6K	0.12%	148
2025 Q1	$555K	Sell	8,436 -279	-3%	-$19.3K	0.13%	144
2024 Q4	$601K	Buy	8,715 +1	+0%	+$69	0.14%	137
2024 Q3	$588K	Sell	8,714 -17,420	-67%	-$1.13M	0.14%	136
2024 Q2	$1.67M	Buy	26,134 +16,680	+176%	+$1.03M	0.42%	43
2024 Q1	$582K	Sell	9,454 -229	-2%	-$13.4K	0.15%	130
2023 Q4	$541K	Buy	9,683 +586	+6%	+$30.7K	0.17%	123
2023 Q3	$457K	Sell	9,097 -9,286	-51%	-$486K	0.16%	129
2023 Q2	$958K	Buy	18,383 +1	+0%	+$49	0.31%	78
2023 Q1	$885K	Hold	18,382	–	–	0.33%	80
2022 Q4	$827K	Buy	18,382 +1	+0%	+$45	0.33%	83
2022 Q3	$772K	Sell	18,381 -3	-0%	-$140	0.31%	78
2022 Q2	$815K	Buy	18,384 +1	+0%	+$48	0.32%	79
2022 Q1	$977K	Buy	18,383 +9,105	+98%	+$477K	0.36%	71
2021 Q4	$518K	Sell	9,278 -207	-2%	-$11.2K	0.21%	111
2021 Q3	$479K	Sell	9,485 -114	-1%	-$5.91K	0.28%	84
2021 Q2	$447K	Hold	9,599	–	–	0.27%	81
2021 Q1	$447K	Buy	9,599 +133	+1%	+$6.03K	0.28%	79
2020 Q4	$416K	Buy	+9,466	New	+$395K	0.3%	73

Other funds holding SPYM

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

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 $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Sovereign Financial Group's SPYM Position: Q2 2026 in Review

Sovereign Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 21% in Q2 2026, buying an estimated $139K and bringing the position to 9,309 shares worth $818K. The position accounts for 0.13% of the portfolio, ranked #154.

Sovereign Financial Group first reported a position in SPYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.67M in Q2 2024. 661 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Sovereign Financial Group held 9,309 shares of State Street SPDR Portfolio S&P 500 ETF worth $818K as of Q2 2026.
Sovereign Financial Group bought 1,635 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $139K.
State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Sovereign Financial Group's portfolio in Q2 2026, its #154 holding.
Sovereign Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
Sovereign Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.67M in Q2 2024.
661 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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