Stephens Inc’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Stephens Inc’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	$488K	Sell	5,550 -370	-6%	-$31.6K	0.01%	890
2026 Q1	$453K	Sell	5,920 -15,885	-73%	-$1.27M	0.01%	884
2025 Q4	$1.75M	Buy	21,805 +16,150	+286%	+$1.28M	0.02%	507
2025 Q3	$443K	Buy	+5,655	New	+$427K	0.01%	895
2025 Q2	–	Sell	-3,968	Closed	-$261K	–	1317
2025 Q1	$261K	Buy	3,968 +300	+8%	+$20.7K	﹤0.01%	1044
2024 Q4	$253K	Buy	+3,668	New	+$254K	﹤0.01%	1085

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

Stephens Inc's SPYM Position: Q2 2026 in Review

Stephens Inc reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.3% in Q2 2026, selling an estimated $31.6K and leaving 5,550 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #890.

Stephens Inc first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.75M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Stephens Inc held 5,550 shares of State Street SPDR Portfolio S&P 500 ETF worth $488K as of Q2 2026.
Stephens Inc sold 370 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $31.6K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #890 holding.
Stephens Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Stephens Inc's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.75M in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.