SFGP
SPYM

Stonebridge Financial Group (Pennsylvania)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$456K Sell
5,189
-24,050
-82% -$2.05M 0.03% 184
2026
Q1 		$2.24M Buy
29,239
+5,234
+22% +$419K 0.18% 101
2025
Q4 		$1.93M Buy
24,005
+3,353
+16% +$267K 0.16% 100
2025
Q3 		$1.62M Buy
20,652
+7,424
+56% +$560K 0.14% 103
2025
Q2 		$962K Buy
13,228
+515
+4% +$34.6K 0.09% 115
2025
Q1 		$836K Buy
12,713
+8,476
+200% +$586K 0.09% 112
2024
Q4 		$292K Buy
+4,237
New +$294K 0.03% 193

Other funds holding SPYM

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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
O
Ossiam Paris, France $7.54B AUM 50.81% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SPYM Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 82% in Q2 2026, selling an estimated $2.05M and leaving 5,189 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #184.

Stonebridge Financial Group (Pennsylvania) first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.24M in Q1 2026. 1,524 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 5,189 shares of State Street SPDR Portfolio S&P 500 ETF worth $456K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 24,050 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.05M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #184 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $2.24M in Q1 2026.
  • 1,524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.