SFP
SPYM

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

Strategic Financial Partners’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 		$47.2M Sell
536,722
-54,608
-9% -$4.66M 17.79% 1
2026
Q1 		$45.3M Sell
591,330
-1,508
-0.3% -$121K 19.55% 1
2025
Q4 		$47.6M Buy
592,838
+11,927
+2% +$949K 20.59% 1
2025
Q3 		$45.5M Sell
580,911
-12,274
-2% -$926K 20.84% 1
2025
Q2 		$43.1M Buy
593,185
+98,576
+20% +$6.63M 20.01% 1
2025
Q1 		$32.5M Sell
494,609
-61,166
-11% -$4.23M 17.13% 1
2024
Q4 		$38.3M Sell
555,775
-2,607
-0.5% -$181K 19.56% 1
2024
Q3 		$37.7M Buy
558,382
+126,413
+29% +$8.22M 19.24% 1
2024
Q2 		$27.6M Buy
431,969
+11,205
+3% +$690K 15.22% 1
2024
Q1 		$25.9M Buy
420,764
+47,097
+13% +$2.76M 14.33% 1
2023
Q4 		$20.9M Sell
373,667
-82,288
-18% -$4.31M 12.13% 2
2023
Q3 		$22.9M Buy
455,955
+26,240
+6% +$1.37M 13.91% 1
2023
Q2 		$22.4M Buy
429,715
+24,287
+6% +$1.2M 12.75% 1
2023
Q1 		$19.5M Buy
405,428
+32,746
+9% +$1.54M 11.95% 1
2022
Q4 		$16.8M Sell
372,682
-98,533
-21% -$4.45M 10.23% 1
2022
Q3 		$19.8M Buy
471,215
+54,261
+13% +$2.53M 12.6% 1
2022
Q2 		$18.5M Sell
416,954
-145,948
-26% -$7.03M 10.8% 2
2022
Q1 		$29.9M Buy
562,902
+64,437
+13% +$3.37M 15.24% 2
2021
Q4 		$27.8M Sell
498,465
-84,916
-15% -$4.59M 13.67% 1
2021
Q3 		$29.4M Buy
583,381
+19,884
+4% +$1.03M 15.83% 1
2021
Q2 		$28.4M Buy
563,497
+6,865
+1% +$337K 15.66% 1
2021
Q1 		$25.9M Buy
556,632
+66,812
+14% +$3.03M 15.38% 1
2020
Q4 		$21.5M Buy
489,820
+246,065
+101% +$10.3M 14.09% 1
2020
Q3 		$9.59M Sell
243,755
-101,063
-29% -$3.94M 7.5% 4
2020
Q2 		$12.5M Sell
344,818
-4,304
-1% -$148K 10.36% 2
2020
Q1 		$10.6M Sell
349,122
-97,023
-22% -$3.48M 11.23% 1
2019
Q4 		$16.9M Buy
+446,145
New +$16.1M 13.81% 1

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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 $112B AUM 36.28% 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

Strategic Financial Partners's SPYM Position: Q2 2026 in Review

Strategic Financial Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.2% in Q2 2026, selling an estimated $4.66M and leaving 536,722 shares worth $47.2M. The position accounts for 17.79% of the portfolio, ranked #1.

Strategic Financial Partners first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $47.6M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Strategic Financial Partners held 536,722 shares of State Street SPDR Portfolio S&P 500 ETF worth $47.2M as of Q2 2026.
  • Strategic Financial Partners sold 54,608 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.66M.
  • State Street SPDR Portfolio S&P 500 ETF made up 17.79% of Strategic Financial Partners's portfolio in Q2 2026, its #1 holding.
  • Strategic Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Strategic Financial Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $47.6M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.