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

Strategic Blueprint’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	$23.7M	Buy	269,316 +15,086	+6%	+$1.29M	1.18%	10
2026 Q1	$19.5M	Buy	254,230 +3,612	+1%	+$289K	1.13%	12
2025 Q4	$20.1M	Sell	250,618 -7,018	-3%	-$558K	1.19%	16
2025 Q3	$20.2M	Sell	257,636 -4,849	-2%	-$366K	0.88%	21
2025 Q2	$19.1M	Sell	262,485 -32,316	-11%	-$2.17M	0.94%	19
2025 Q1	$19.4M	Buy	294,801 +20,604	+8%	+$1.43M	1.06%	16
2024 Q4	$18.9M	Sell	274,197 -4,872	-2%	-$338K	1.12%	17
2024 Q3	$18.8M	Sell	279,069 -24,776	-8%	-$1.61M	1.17%	16
2024 Q2	$19.4M	Sell	303,845 -103,346	-25%	-$6.36M	1.32%	13
2024 Q1	$25.1M	Sell	407,191 -28,005	-6%	-$1.64M	1.78%	9
2023 Q4	$24.3M	Buy	435,196 +9,009	+2%	+$472K	2.01%	6
2023 Q3	$21.4M	Buy	426,187 +15,393	+4%	+$805K	1.97%	7
2023 Q2	$21.4M	Sell	410,794 -139,584	-25%	-$6.89M	2.04%	6
2023 Q1	$26.5M	Sell	550,378 -151,600	-22%	-$7.11M	2.73%	3
2022 Q4	$31.6M	Sell	701,978 -193,306	-22%	-$8.74M	3.66%	2
2022 Q3	$37.6M	Buy	895,284 +36,066	+4%	+$1.68M	4.5%	2
2022 Q2	$38.1M	Buy	859,218 +33,728	+4%	+$1.63M	4.69%	1
2022 Q1	$43.9M	Buy	825,490 +108,687	+15%	+$5.69M	5.1%	1
2021 Q4	$40M	Buy	716,803 +44,051	+7%	+$2.38M	5.05%	2
2021 Q3	$33.9M	Buy	672,752 +43,685	+7%	+$2.27M	5.27%	2
2021 Q2	$31.7M	Buy	629,067 +31,748	+5%	+$1.56M	4.96%	2
2021 Q1	$27.8M	Buy	597,319 +33,150	+6%	+$1.5M	5.92%	2
2020 Q4	$24.8M	Buy	564,169 +81,662	+17%	+$3.41M	6.23%	2
2020 Q3	$19M	Buy	482,507 +17,041	+4%	+$664K	5.88%	2
2020 Q2	$16.9M	Buy	465,466 +229,841	+98%	+$7.9M	5.95%	1
2020 Q1	$7.13M	Buy	+235,625	New	+$8.45M	4.16%	2

Other funds holding SPYM

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 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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Strategic Blueprint's SPYM Position: Q2 2026 in Review

Strategic Blueprint increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.9% in Q2 2026, buying an estimated $1.29M and bringing the position to 269,316 shares worth $23.7M. The position accounts for 1.18% of the portfolio, ranked #10.

Strategic Blueprint first reported a position in SPYM in Q1 2020 and has held it in 26 quarters since. The position peaked at $43.9M in Q1 2022. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Strategic Blueprint held 269,316 shares of State Street SPDR Portfolio S&P 500 ETF worth $23.7M as of Q2 2026.
Strategic Blueprint bought 15,086 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.29M.
State Street SPDR Portfolio S&P 500 ETF made up 1.18% of Strategic Blueprint's portfolio in Q2 2026, its #10 holding.
Strategic Blueprint first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
Strategic Blueprint's State Street SPDR Portfolio S&P 500 ETF position peaked at $43.9M in Q1 2022.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.