Stifel Financial
SPYM

Stifel Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Stifel Financial’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 		$52.6M Buy
598,167
+255,380
+75% +$21.8M 0.04% 372
2026
Q1 		$26.2M Buy
342,787
+13,638
+4% +$1.09M 0.02% 533
2025
Q4 		$26.4M Buy
329,149
+7,432
+2% +$591K 0.02% 535
2025
Q3 		$25.2M Buy
321,717
+6,590
+2% +$497K 0.02% 544
2025
Q2 		$22.9M Buy
315,127
+1,768
+0.6% +$119K 0.02% 548
2025
Q1 		$20.6M Sell
313,359
-3,210
-1% -$222K 0.02% 545
2024
Q4 		$21.8M Buy
316,569
+46,784
+17% +$3.24M 0.02% 545
2024
Q3 		$18.2M Buy
269,785
+7,642
+3% +$497K 0.02% 611
2024
Q2 		$16.8M Buy
262,143
+14,417
+6% +$888K 0.02% 603
2024
Q1 		$15.2M Buy
247,726
+36,933
+18% +$2.16M 0.02% 645
2023
Q4 		$11.8M Buy
210,793
+86,450
+70% +$4.53M 0.01% 714
2023
Q3 		$6.25M Buy
124,343
+9,166
+8% +$479K 0.01% 927
2023
Q2 		$6M Buy
115,177
+66,335
+136% +$3.27M 0.01% 944
2023
Q1 		$2.35M Buy
48,842
+9,425
+24% +$442K ﹤0.01% 1472
2022
Q4 		$1.77M Buy
39,417
+9,751
+33% +$441K ﹤0.01% 1605
2022
Q3 		$1.25M Buy
29,666
+325
+1% +$15.2K ﹤0.01% 1805
2022
Q2 		$1.3M Buy
29,341
+1,133
+4% +$54.6K ﹤0.01% 1806
2022
Q1 		$1.5M Sell
28,208
-119
-0.4% -$6.23K ﹤0.01% 1844
2021
Q4 		$1.58M Sell
28,327
-786
-3% -$42.4K ﹤0.01% 1795
2021
Q3 		$1.47M Buy
29,113
+1,156
+4% +$60K ﹤0.01% 1789
2021
Q2 		$1.41M Buy
27,957
+199
+0.7% +$9.77K ﹤0.01% 1849
2021
Q1 		$1.29M Buy
27,758
+621
+2% +$28.2K ﹤0.01% 1828
2020
Q4 		$1.19M Buy
+27,137
New +$1.13M ﹤0.01% 1724
2019
Q3 		– Sell
-17,527
Closed -$605K – 2970
2019
Q2 		$605K Buy
17,527
+663
+4% +$22.5K ﹤0.01% 2112
2019
Q1 		$559K Buy
+16,864
New +$538K ﹤0.01% 2000

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Stifel Financial's SPYM Position: Q2 2026 in Review

Stifel Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 75% in Q2 2026, buying an estimated $21.8M and bringing the position to 598,167 shares worth $52.6M. The position accounts for 0.04% of the portfolio, ranked #372.

Stifel Financial first reported a position in SPYM in Q1 2019 and has held it in 25 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Stifel Financial held 598,167 shares of State Street SPDR Portfolio S&P 500 ETF worth $52.6M as of Q2 2026.
  • Stifel Financial bought 255,380 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $21.8M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Stifel Financial's portfolio in Q2 2026, its #372 holding.
  • Stifel Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and has held it in 25 quarters since.
  • 1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.