SA
SPYM

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

Strategic Advocates’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 		$40.7K Sell
463
-192
-29% -$16.4K 0.16% 94
2026
Q1 		$50.1K Sell
655
-1,045
-61% -$83.6K 0.22% 79
2025
Q4 		$137K Buy
1,700
+872
+105% +$69.3K 0.04% 140
2025
Q3 		$64.9K Buy
+828
New +$62.5K 0.02% 184

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

Strategic Advocates's SPYM Position: Q2 2026 in Review

Strategic Advocates reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 29% in Q2 2026, selling an estimated $16.4K and leaving 463 shares worth $40.7K. The position accounts for 0.16% of the portfolio, ranked #94.

Strategic Advocates first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $137K in Q4 2025. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Strategic Advocates held 463 shares of State Street SPDR Portfolio S&P 500 ETF worth $40.7K as of Q2 2026.
  • Strategic Advocates sold 192 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $16.4K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Strategic Advocates's portfolio in Q2 2026, its #94 holding.
  • Strategic Advocates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Advocates's State Street SPDR Portfolio S&P 500 ETF position peaked at $137K in Q4 2025.
  • 1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.