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

Tandem Investment 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	$8.48M	Buy	96,466 +2,688	+3%	+$229K	6.53%	2
2026 Q1	$7.18M	Buy	93,778 +7,913	+9%	+$633K	6.09%	3
2025 Q4	$6.89M	Sell	85,865 -3,090	-3%	-$246K	5.81%	3
2025 Q3	$6.97M	Sell	88,955 -342	-0.4%	-$25.8K	5.73%	2
2025 Q2	$6.49M	Buy	89,297 +552	+0.6%	+$37.1K	5.66%	2
2025 Q1	$5.84M	Buy	+88,745	New	+$6.14M	5.76%	2

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

Tandem Investment Partners's SPYM Position: Q2 2026 in Review

Tandem Investment Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.9% in Q2 2026, buying an estimated $229K and bringing the position to 96,466 shares worth $8.48M. The position accounts for 6.53% of the portfolio, ranked #2.

Tandem Investment Partners first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Tandem Investment Partners held 96,466 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.48M as of Q2 2026.
Tandem Investment Partners bought 2,688 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $229K.
State Street SPDR Portfolio S&P 500 ETF made up 6.53% of Tandem Investment Partners's portfolio in Q2 2026, its #2 holding.
Tandem Investment Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.