TFS
SPYM

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

Targeted 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 		$824K Sell
9,376
-218
-2% -$18.6K 0.61% 30
2026
Q1 		$734K Buy
9,594
+3,717
+63% +$297K 0.6% 25
2025
Q4 		$471K Buy
+5,877
New +$467K 0.41% 29

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

Targeted Financial Services's SPYM Position: Q2 2026 in Review

Targeted Financial Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q2 2026, selling an estimated $18.6K and leaving 9,376 shares worth $824K. The position accounts for 0.61% of the portfolio, ranked #30.

Targeted Financial Services first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Targeted Financial Services held 9,376 shares of State Street SPDR Portfolio S&P 500 ETF worth $824K as of Q2 2026.
  • Targeted Financial Services sold 218 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $18.6K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.61% of Targeted Financial Services's portfolio in Q2 2026, its #30 holding.
  • Targeted Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Targeted Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.