SA
SPYM

Stewardship Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Stewardship Advisors’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 		$1.39M Buy
15,843
+3,646
+30% +$311K 0.29% 47
2026
Q1 		$934K Buy
12,197
+1,663
+16% +$133K 0.21% 60
2025
Q4 		$845K Buy
10,534
+917
+10% +$72.9K 0.2% 61
2025
Q3 		$753K Sell
9,617
-2,605
-21% -$197K 0.18% 61
2025
Q2 		$888K Sell
12,222
-1,825
-13% -$123K 0.22% 54
2025
Q1 		$924K Buy
14,047
+2,433
+21% +$168K 0.25% 51
2024
Q4 		$801K Buy
11,614
+2,088
+22% +$145K 0.22% 61
2024
Q3 		$643K Sell
9,526
-2,315
-20% -$151K 0.18% 67
2024
Q2 		$758K Buy
11,841
+304
+3% +$18.7K 0.25% 47
2024
Q1 		$710K Sell
11,537
-2,862
-20% -$168K 0.24% 49
2023
Q4 		$805K Buy
14,399
+138
+1% +$7.23K 0.29% 36
2023
Q3 		$717K Buy
14,261
+1,200
+9% +$62.8K 0.28% 34
2023
Q2 		$681K Buy
13,061
+1,786
+16% +$88.1K 0.26% 33
2023
Q1 		$543K Buy
11,275
+4,131
+58% +$194K 0.21% 33
2022
Q4 		$321K Hold
7,144
– – 0.13% 43
2022
Q3 		$300K Sell
7,144
-11,469
-62% -$536K 0.13% 39
2022
Q2 		$825K Buy
18,613
+80
+0.4% +$3.85K 0.35% 34
2022
Q1 		$985K Sell
18,533
-3,692
-17% -$193K 0.36% 34
2021
Q4 		$1.24M Sell
22,225
-7,406
-25% -$400K 0.45% 33
2021
Q3 		$1.5M Sell
29,631
-23,429
-44% -$1.22M 0.57% 31
2021
Q2 		$2.67M Buy
53,060
+276
+0.5% +$13.5K 1% 32
2021
Q1 		$2.46M Sell
52,784
-62,129
-54% -$2.82M 0.97% 27
2020
Q4 		$5.05M Sell
114,913
-395,611
-77% -$16.5M 2.06% 14
2020
Q3 		$20.9M Buy
510,524
+10,509
+2% +$409K 10.43% 2
2020
Q2 		$18.1M Buy
500,015
+11,628
+2% +$400K 10.05% 2
2020
Q1 		$14.8M Buy
488,387
+232,609
+91% +$8.35M 9.6% 2
2019
Q4 		$9.67M Buy
+255,778
New +$9.25M 6.08% 3

Other funds holding SPYM

GT
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
GI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stewardship Advisors's SPYM Position: Q2 2026 in Review

Stewardship Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 30% in Q2 2026, buying an estimated $311K and bringing the position to 15,843 shares worth $1.39M. The position accounts for 0.29% of the portfolio, ranked #47.

Stewardship Advisors first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.9M in Q3 2020. 889 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Stewardship Advisors held 15,843 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.39M as of Q2 2026.
  • Stewardship Advisors bought 3,646 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $311K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.29% of Stewardship Advisors's portfolio in Q2 2026, its #47 holding.
  • Stewardship Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Stewardship Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $20.9M in Q3 2020.
  • 889 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.