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

Sovran 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	$2.67M	Buy	30,659 +1,682	+6%	+$144K	0.2%	140
2026 Q1	$2.45M	Sell	28,977 -11,176	-28%	-$894K	0.19%	131
2025 Q4	$3.27M	Buy	40,153 +214	+0.5%	+$17K	0.28%	97
2025 Q3	$3.2M	Buy	39,939 +11,393	+40%	+$859K	0.28%	97
2025 Q2	$2.08M	Buy	28,546 +2,737	+11%	+$184K	0.22%	117
2025 Q1	$1.6M	Buy	25,809 +6,062	+31%	+$419K	0.21%	119
2024 Q4	$1.35M	Buy	+19,747	New	+$1.37M	0.19%	128

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

Sovran Advisors's SPYM Position: Q2 2026 in Review

Sovran Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.8% in Q2 2026, buying an estimated $144K and bringing the position to 30,659 shares worth $2.67M. The position accounts for 0.2% of the portfolio, ranked #140.

Sovran Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.27M in Q4 2025. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Sovran Advisors held 30,659 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.67M as of Q2 2026.
Sovran Advisors bought 1,682 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $144K.
State Street SPDR Portfolio S&P 500 ETF made up 0.2% of Sovran Advisors's portfolio in Q2 2026, its #140 holding.
Sovran Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.27M in Q4 2025.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.