Spectrum Strategic Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Spectrum Strategic Capital Management’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	$3.18M	Sell	36,224 -6,857	-16%	-$585K	1.58%	18
2026 Q1	$3.3M	Sell	43,081 -1,784	-4%	-$143K	1.77%	17
2025 Q4	$3.6M	Sell	44,865 -31,711	-41%	-$2.52M	1.91%	16
2025 Q3	$6M	Sell	76,576 -10,776	-12%	-$813K	3.07%	7
2025 Q2	$6.35M	Buy	87,352 +61,736	+241%	+$4.15M	3.2%	7
2025 Q1	$1.68M	Buy	+25,616	New	+$1.77M	1.06%	17

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

Spectrum Strategic Capital Management's SPYM Position: Q2 2026 in Review

Spectrum Strategic Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q2 2026, selling an estimated $585K and leaving 36,224 shares worth $3.18M. The position accounts for 1.58% of the portfolio, ranked #18.

Spectrum Strategic Capital Management first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.35M in Q2 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Spectrum Strategic Capital Management held 36,224 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.18M as of Q2 2026.
Spectrum Strategic Capital Management sold 6,857 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $585K.
State Street SPDR Portfolio S&P 500 ETF made up 1.58% of Spectrum Strategic Capital Management's portfolio in Q2 2026, its #18 holding.
Spectrum Strategic Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Spectrum Strategic Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.35M in Q2 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Spectrum Strategic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.