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

Sowell 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	$19.1M	Buy	216,943 +8,082	+4%	+$690K	0.62%	24
2026 Q1	$16M	Buy	208,861 +24,073	+13%	+$1.93M	0.59%	29
2025 Q4	$14.8M	Buy	184,788 +5,953	+3%	+$473K	0.54%	31
2025 Q3	$14M	Buy	178,835 +4,121	+2%	+$311K	0.54%	31
2025 Q2	$12.7M	Sell	174,714 -11,940	-6%	-$803K	0.52%	32
2025 Q1	$12.3M	Buy	186,654 +111,614	+149%	+$7.72M	0.56%	32
2024 Q4	$5.17M	Sell	75,040 -60,962	-45%	-$4.23M	0.27%	88
2024 Q3	$9.18M	Buy	136,002 +24,455	+22%	+$1.59M	0.43%	51
2024 Q2	$7.14M	Sell	111,547 -1,238	-1%	-$76.2K	0.34%	68
2024 Q1	$6.94M	Sell	112,785 -13,155	-10%	-$770K	0.33%	76
2023 Q4	$7.04M	Sell	125,940 -9,782	-7%	-$512K	0.38%	66
2023 Q3	$6.82M	Buy	135,722 +41,401	+44%	+$2.17M	0.43%	54
2023 Q2	$4.92M	Buy	94,321 +44,276	+88%	+$2.19M	0.27%	89
2023 Q1	$2.41M	Sell	50,045 -60,622	-55%	-$2.84M	0.19%	127
2022 Q4	$4.98M	Buy	110,667 +27,847	+34%	+$1.26M	0.32%	73
2022 Q3	$3.48M	Sell	82,820 -573,566	-87%	-$26.8M	0.35%	83
2022 Q2	$30.1M	Buy	+656,386	New	+$31.6M	2.78%	5
2022 Q1	–	Sell	-36,492	Closed	-$2.04M	–	461
2021 Q4	$2.04M	Buy	36,492 +3,918	+12%	+$212K	0.12%	185
2021 Q3	$1.64M	Buy	32,574 +3,064	+10%	+$159K	0.11%	208
2021 Q2	$1.49M	Sell	29,510 -30,702	-51%	-$1.51M	0.1%	234
2021 Q1	$2.97M	Sell	60,212 -4,502	-7%	-$204K	0.1%	187
2020 Q4	$2.85M	Sell	64,714 -11,802	-15%	-$492K	0.12%	148
2020 Q3	$3.01M	Buy	76,516 +19,615	+34%	+$764K	0.15%	127
2020 Q2	$2.06M	Buy	56,901 +9,641	+20%	+$332K	0.11%	171
2020 Q1	$1.43M	Sell	47,260 -928	-2%	-$33.3K	0.11%	196
2019 Q4	$1.82M	Buy	48,188 +17,223	+56%	+$623K	0.14%	163
2019 Q3	$1.08M	Buy	+30,965	New	+$1.08M	0.09%	241
2019 Q1	$689K	Buy	20,746 +5,731	+38%	+$183K	0.08%	260
2018 Q4	$439K	Buy	+15,015	New	+$474K	0.06%	298

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

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

Sowell Financial Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.9% in Q2 2026, buying an estimated $690K and bringing the position to 216,943 shares worth $19.1M. The position accounts for 0.62% of the portfolio, ranked #24.

Sowell Financial Services first reported a position in SPYM in Q4 2018 and has held it in 29 quarters since. The position peaked at $30.1M in Q2 2022. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Sowell Financial Services held 216,943 shares of State Street SPDR Portfolio S&P 500 ETF worth $19.1M as of Q2 2026.
Sowell Financial Services bought 8,082 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $690K.
State Street SPDR Portfolio S&P 500 ETF made up 0.62% of Sowell Financial Services's portfolio in Q2 2026, its #24 holding.
Sowell Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
Sowell Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $30.1M in Q2 2022.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.