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

Synergy Investment 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	$4.41M	Sell	50,136 -250	-0.5%	-$21.3K	1.07%	25
2026 Q1	$3.86M	Sell	50,386 -911	-2%	-$72.9K	1.26%	21
2025 Q4	$4.12M	Sell	51,297 -72	-0.1%	-$5.73K	1.46%	21
2025 Q3	$4.02M	Sell	51,369 -290	-0.6%	-$21.9K	1.54%	19
2025 Q2	$3.76M	Buy	51,659 +5,852	+13%	+$394K	2.26%	12
2025 Q1	$3.01M	Buy	45,807 +2,770	+6%	+$192K	1.26%	18
2024 Q4	$2.97M	Buy	+43,037	New	+$2.98M	1.28%	17

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

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

Synergy Investment Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.5% in Q2 2026, selling an estimated $21.3K and leaving 50,136 shares worth $4.41M. The position accounts for 1.07% of the portfolio, ranked #25.

Synergy Investment Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Synergy Investment Management held 50,136 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.41M as of Q2 2026.
Synergy Investment Management sold 250 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $21.3K.
State Street SPDR Portfolio S&P 500 ETF made up 1.07% of Synergy Investment Management's portfolio in Q2 2026, its #25 holding.
Synergy Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.