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

Steele 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	$27.4M	Sell	311,237 -2,284	-0.7%	-$195K	1.01%	22
2026 Q1	$24M	Buy	313,521 +1,962	+0.6%	+$157K	0.99%	23
2025 Q4	$25M	Sell	311,559 -2,472	-0.8%	-$197K	1.07%	21
2025 Q3	$24.6M	Sell	314,031 -12,391	-4%	-$935K	1.09%	22
2025 Q2	$23.7M	Buy	326,422 +8,247	+3%	+$555K	1.14%	22
2025 Q1	$20.9M	Sell	318,175 -2,005	-0.6%	-$139K	1.09%	23
2024 Q4	$22.1M	Sell	320,180 -1,708	-0.5%	-$118K	1.15%	22
2024 Q3	$21.7M	Sell	321,888 -2,599	-0.8%	-$169K	1.14%	21
2024 Q2	$20.8M	Buy	324,487 +4,524	+1%	+$279K	1.16%	21
2024 Q1	$19.7M	Sell	319,963 -20,202	-6%	-$1.18M	1.13%	23
2023 Q4	$19M	Buy	+340,165	New	+$17.8M	1.24%	20

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Steele Capital Management's SPYM Position: Q2 2026 in Review

Steele Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.73% in Q2 2026, selling an estimated $195K and leaving 311,237 shares worth $27.4M. The position accounts for 1.01% of the portfolio, ranked #22.

Steele Capital Management first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Steele Capital Management held 311,237 shares of State Street SPDR Portfolio S&P 500 ETF worth $27.4M as of Q2 2026.
Steele Capital Management sold 2,284 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $195K.
State Street SPDR Portfolio S&P 500 ETF made up 1.01% of Steele Capital Management's portfolio in Q2 2026, its #22 holding.
Steele Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.