Synergy Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Synergy Asset Management’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	$454K	Buy	5,166 +263	+5%	+$22.4K	0.04%	170
2026 Q1	$375K	Sell	4,903 -2,466	-33%	-$197K	0.04%	181
2025 Q4	$591K	Sell	7,369 -26,777	-78%	-$2.13M	0.06%	122
2025 Q3	$2.54M	Buy	34,146 +22,509	+193%	+$1.7M	0.09%	116
2025 Q2	$846K	Buy	+11,637	New	+$783K	0.1%	99
2025 Q1	–	Sell	-43	Closed	-$2.9K	–	734
2024 Q4	$2.9K	Buy	+43	New	+$2.98K	﹤0.01%	633

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Synergy Asset Management's SPYM Position: Q2 2026 in Review

Synergy Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.4% in Q2 2026, buying an estimated $22.4K and bringing the position to 5,166 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #170.

Synergy Asset Management first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.54M in Q3 2025. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Synergy Asset Management held 5,166 shares of State Street SPDR Portfolio S&P 500 ETF worth $454K as of Q2 2026.
Synergy Asset Management bought 263 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $22.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Synergy Asset Management's portfolio in Q2 2026, its #170 holding.
Synergy Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Synergy Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.54M in Q3 2025.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.