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

Strategic 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	$11.4M	Sell	129,607 -669	-0.5%	-$57.1K	2.49%	10
2026 Q1	$9.97M	Buy	130,276 +6,828	+6%	+$546K	1.66%	12
2025 Q4	$9.9M	Buy	123,448 +9,513	+8%	+$757K	1.55%	14
2025 Q3	$8.93M	Sell	113,935 -7,141	-6%	-$539K	1.43%	15
2025 Q2	$8.8M	Buy	121,076 +3,806	+3%	+$256K	1.73%	13
2025 Q1	$7.71M	Buy	117,270 +10,714	+10%	+$741K	1.49%	18
2024 Q4	$7.35M	Buy	106,556 +37,172	+54%	+$2.58M	1.33%	20
2024 Q3	$4.68M	Buy	69,384 +14,064	+25%	+$915K	0.87%	27
2024 Q2	$3.54M	Buy	55,320 +30,522	+123%	+$1.88M	0.69%	34
2024 Q1	$1.53M	Buy	+24,798	New	+$1.45M	0.3%	75

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

Strategic Advisors's SPYM Position: Q2 2026 in Review

Strategic Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.51% in Q2 2026, selling an estimated $57.1K and leaving 129,607 shares worth $11.4M. The position accounts for 2.49% of the portfolio, ranked #10.

Strategic Advisors first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Strategic Advisors held 129,607 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.4M as of Q2 2026.
Strategic Advisors sold 669 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $57.1K.
State Street SPDR Portfolio S&P 500 ETF made up 2.49% of Strategic Advisors's portfolio in Q2 2026, its #10 holding.
Strategic Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.