Successful Portfolios’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Successful Portfolios’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	$363K	Sell	4,089 -100	-2%	-$8.53K	0.17%	118
2026 Q1	$317K	Buy	4,189 +256	+7%	+$20.5K	0.17%	121
2025 Q4	$321K	Buy	+3,933	New	+$313K	0.16%	126

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

Successful Portfolios's SPYM Position: Q2 2026 in Review

Successful Portfolios reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.4% in Q2 2026, selling an estimated $8.53K and leaving 4,089 shares worth $363K. The position accounts for 0.17% of the portfolio, ranked #118.

Successful Portfolios first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 1,724 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Successful Portfolios held 4,089 shares of State Street SPDR Portfolio S&P 500 ETF worth $363K as of Q2 2026.
Successful Portfolios sold 100 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $8.53K.
State Street SPDR Portfolio S&P 500 ETF made up 0.17% of Successful Portfolios's portfolio in Q2 2026, its #118 holding.
Successful Portfolios first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
1,724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.