Steigerwald Gordon & Koch’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Steigerwald Gordon & Koch’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	$422K	Buy	4,806 +2	+0%	+$171	0.04%	97
2026 Q1	$368K	Hold	4,804	–	–	0.04%	100
2025 Q4	$385K	Hold	4,804	–	–	0.04%	101
2025 Q3	$376K	Hold	4,804	–	–	0.04%	100
2025 Q2	$349K	Hold	4,804	–	–	0.04%	95
2025 Q1	$316K	Hold	4,804	–	–	0.04%	98
2024 Q4	$331K	Hold	4,804	–	–	0.04%	99
2024 Q3	$324K	Hold	4,804	–	–	0.04%	95
2024 Q2	$307K	Hold	4,804	–	–	0.04%	96
2024 Q1	$296K	Hold	4,804	–	–	0.04%	103
2023 Q4	$269K	Hold	4,804	–	–	0.04%	103
2023 Q3	$241K	Hold	4,804	–	–	0.04%	101
2023 Q2	$250K	Hold	4,804	–	–	0.04%	97
2023 Q1	$231K	Hold	4,804	–	–	0.03%	100
2022 Q4	$216K	Hold	4,804	–	–	0.03%	103
2022 Q3	$202K	Hold	4,804	–	–	0.04%	102
2022 Q2	$213K	Hold	4,804	–	–	0.04%	107
2022 Q1	$255K	Hold	4,804	–	–	0.04%	101
2021 Q4	$268K	Hold	4,804	–	–	0.04%	98
2021 Q3	$242K	Hold	4,804	–	–	0.04%	99
2021 Q2	$242K	Hold	4,804	–	–	0.04%	97
2021 Q1	$224K	Hold	4,804	–	–	0.04%	99
2020 Q4	$211K	Buy	+4,804	New	+$200K	0.04%	100
2019 Q3	–	Sell	-6,404	Closed	-$221K	–	81
2019 Q2	$221K	Hold	6,404	–	–	0.06%	78
2019 Q1	$213K	Buy	+6,404	New	+$204K	0.06%	78
2018 Q4	–	Sell	-6,404	Closed	-$218K	–	90
2018 Q3	$218K	Buy	+6,404	New	+$214K	0.05%	81
2018 Q2	–	Sell	-7,404	Closed	-$229K	–	90
2018 Q1	$229K	Hold	7,404	–	–	0.06%	75
2017 Q4	$232K	Hold	7,404	–	–	0.06%	76
2017 Q3	$218K	Sell	7,404 -1,200	-14%	-$34.7K	0.06%	81
2017 Q2	$245K	Hold	8,604	–	–	0.07%	77
2017 Q1	$239K	Sell	8,604 -928	-10%	-$25.3K	0.07%	73
2016 Q4	$251K	Buy	+9,532	New	+$245K	0.08%	67

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

Steigerwald Gordon & Koch's SPYM Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.04% in Q2 2026, buying an estimated $171 and bringing the position to 4,806 shares worth $422K. The position accounts for 0.04% of the portfolio, ranked #97.

Steigerwald Gordon & Koch first reported a position in SPYM in Q4 2016 and has held it in 32 quarters since. 884 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Steigerwald Gordon & Koch held 4,806 shares of State Street SPDR Portfolio S&P 500 ETF worth $422K as of Q2 2026.
Steigerwald Gordon & Koch bought 2 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $171.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #97 holding.
Steigerwald Gordon & Koch first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2016 and has held it in 32 quarters since.
884 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.