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

Strategic Financial Concepts’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	$2.67M	Sell	30,439 -2,304	-7%	-$197K	0.8%	34
2026 Q1	$2.51M	Sell	32,743 -2,675	-8%	-$214K	0.62%	43
2025 Q4	$2.84M	Buy	35,418 +5,435	+18%	+$432K	2.6%	8
2025 Q3	$2.35M	Buy	29,983 +24,822	+481%	+$1.87M	0.34%	41
2025 Q2	$375K	Sell	5,161 -78,134	-94%	-$5.25M	0.05%	175
2025 Q1	$5.48M	Sell	83,295 -1,205	-1%	-$83.3K	1.03%	24
2024 Q4	$5.83M	Buy	84,500 +68,169	+417%	+$4.73M	1.12%	24
2024 Q3	$1.1M	Sell	16,331 -1,113,540	-99%	-$72.4M	0.35%	63
2024 Q2	$5.16M	Buy	1,129,871 +1,052,416	+1,359%	+$64.8M	3%	2
2024 Q1	$4.77M	Buy	77,455 +9,113	+13%	+$534K	1.15%	21
2023 Q4	$3.82M	Sell	68,342 -8,249	-11%	-$432K	2.26%	11
2023 Q3	$3.85M	Buy	76,591 +48,248	+170%	+$2.52M	1.3%	19
2023 Q2	$1.48M	Buy	28,343 +22,160	+358%	+$1.09M	0.54%	52
2023 Q1	$298K	Buy	+6,183	New	+$290K	0.12%	155

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 Financial Concepts's SPYM Position: Q2 2026 in Review

Strategic Financial Concepts reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7% in Q2 2026, selling an estimated $197K and leaving 30,439 shares worth $2.67M. The position accounts for 0.8% of the portfolio, ranked #34.

Strategic Financial Concepts first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.83M in Q4 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Strategic Financial Concepts held 30,439 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.67M as of Q2 2026.
Strategic Financial Concepts sold 2,304 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $197K.
State Street SPDR Portfolio S&P 500 ETF made up 0.8% of Strategic Financial Concepts's portfolio in Q2 2026, its #34 holding.
Strategic Financial Concepts first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
Strategic Financial Concepts's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.83M in Q4 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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