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

Strategic Financial Services’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	$208K	Buy	+2,365	New	+$202K	0.01%	154
2026 Q1	–	Sell	-2,485	Closed	-$202K	–	161
2025 Q4	$202K	Sell	2,485 -111	-4%	-$8.83K	0.01%	144
2025 Q3	$203K	Buy	+2,596	New	+$196K	0.01%	140
2022 Q1	–	Sell	-3,665	Closed	-$205K	–	142
2021 Q4	$205K	Buy	+3,665	New	+$198K	0.02%	131

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 Financial Services's SPYM Position: Q2 2026 in Review

Strategic Financial Services opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,365 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #154 among its holdings. This is a return to the name: Strategic Financial Services previously reported a position in SPYM as recently as Q4 2025.

Strategic Financial Services first reported a position in SPYM in Q4 2021 and has held it in 4 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Strategic Financial Services held 2,365 shares of State Street SPDR Portfolio S&P 500 ETF worth $208K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Strategic Financial Services position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Strategic Financial Services's portfolio in Q2 2026, its #154 holding.
Strategic Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 4 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.