Stone House Investment Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Stone House Investment 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	$58.7M	Buy	667,459 +667,314	+460,217%	+$56.9M	7.8%	3
2026 Q1	$11.1K	Sell	145 -797,565	-100%	-$63.8M	﹤0.01%	339
2025 Q4	$64M	Buy	+797,710	New	+$63.4M	9.93%	1
2019 Q4	–	Sell	-8,011	Closed	-$279K	–	48
2019 Q3	$279K	Buy	+8,011	New	+$278K	0.14%	39

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

Stone House Investment Management's SPYM Position: Q2 2026 in Review

Stone House Investment Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 460,217% in Q2 2026, buying an estimated $56.9M and bringing the position to 667,459 shares worth $58.7M. The position accounts for 7.8% of the portfolio, ranked #3.

Stone House Investment Management first reported a position in SPYM in Q3 2019 and has held it in 4 quarters since. The position peaked at $64M in Q4 2025. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Stone House Investment Management held 667,459 shares of State Street SPDR Portfolio S&P 500 ETF worth $58.7M as of Q2 2026.
Stone House Investment Management bought 667,314 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $56.9M.
State Street SPDR Portfolio S&P 500 ETF made up 7.8% of Stone House Investment Management's portfolio in Q2 2026, its #3 holding.
Stone House Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 4 quarters since.
Stone House Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $64M in Q4 2025.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.