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

TCP 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	$449K	Buy	5,112 +1,072	+27%	+$91.5K	0.05%	87
2026 Q1	$309K	Sell	4,040 -1,000	-20%	-$80K	0.04%	95
2025 Q4	$404K	Hold	5,040	–	–	0.07%	65
2025 Q3	$395K	Hold	5,040	–	–	0.07%	63
2025 Q2	$366K	Sell	5,040 -100	-2%	-$6.72K	0.07%	61
2025 Q1	$338K	Hold	5,140	–	–	0.08%	64
2024 Q4	$354K	Sell	5,140 -150	-3%	-$10.4K	0.08%	62
2024 Q3	$357K	Sell	5,290 -8,965	-63%	-$583K	0.08%	57
2024 Q2	$912K	Sell	14,255 -5,530	-28%	-$340K	0.23%	36
2024 Q1	$1.22M	Sell	19,785 -2,217	-10%	-$130K	0.32%	32
2023 Q4	$1.23M	Buy	22,002 +47	+0.2%	+$2.46K	0.46%	32
2023 Q3	$1.1M	Hold	21,955	–	–	0.47%	34
2023 Q2	$1.14M	Sell	21,955 -1,990	-8%	-$98.2K	0.49%	34
2023 Q1	$1.15M	Sell	23,945 -3,450	-13%	-$162K	0.63%	30
2022 Q4	$1.23M	Buy	+27,395	New	+$1.24M	0.96%	26

Other funds holding SPYM

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

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 $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

TCP Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 27% in Q2 2026, buying an estimated $91.5K and bringing the position to 5,112 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #87.

TCP Asset Management first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.23M in Q4 2022. 700 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

TCP Asset Management held 5,112 shares of State Street SPDR Portfolio S&P 500 ETF worth $449K as of Q2 2026.
TCP Asset Management bought 1,072 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $91.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of TCP Asset Management's portfolio in Q2 2026, its #87 holding.
TCP Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
TCP Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.23M in Q4 2022.
700 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.