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

Tennessee Valley Asset Management 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	$160M	Buy	1,826,177 +23,855	+1%	+$2.04M	17.7%	1
2026 Q1	$138M	Sell	1,802,322 -131,514	-7%	-$10.5M	18.22%	1
2025 Q4	$155M	Buy	1,933,836 +71,107	+4%	+$5.66M	20.11%	1
2025 Q3	$146M	Sell	1,862,729 -103,679	-5%	-$7.82M	19.81%	1
2025 Q2	$143M	Buy	1,966,408 +49,562	+3%	+$3.33M	36.29%	1
2025 Q1	$126M	Buy	1,916,846 +28,124	+1%	+$1.95M	20.56%	1
2024 Q4	$130M	Sell	1,888,722 -24,146	-1%	-$1.67M	21.79%	1
2024 Q3	$129M	Buy	1,912,868 +64,371	+3%	+$4.19M	21.37%	1
2024 Q2	$118M	Sell	1,848,497 -97,881	-5%	-$6.03M	22.18%	1
2024 Q1	$120M	Sell	1,946,378 -1,257,164	-39%	-$73.6M	28.96%	1
2023 Q4	$179M	Buy	3,203,542 +1,613,205	+101%	+$84.5M	24.43%	1
2023 Q3	$79.9M	Buy	1,590,337 +34,090	+2%	+$1.78M	26.26%	1
2023 Q2	$81.1M	Sell	1,556,247 -250,013	-14%	-$12.3M	26.07%	1
2023 Q1	$87M	Buy	1,806,260 +530,828	+42%	+$24.9M	28.34%	1
2022 Q4	$57.4M	Buy	1,275,432 +909,474	+249%	+$41.1M	19.91%	1
2022 Q3	$15.4M	Buy	365,958 +346,186	+1,751%	+$16.2M	6.03%	5
2022 Q2	$877K	Buy	19,772 +8,692	+78%	+$419K	0.34%	30
2022 Q1	$589K	Buy	11,080 +4,420	+66%	+$231K	0.2%	37
2021 Q4	$372K	Buy	6,660 +2,604	+64%	+$141K	0.12%	54
2021 Q3	$205K	Buy	+4,056	New	+$210K	0.08%	89

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

Tennessee Valley Asset Management Partners's SPYM Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.3% in Q2 2026, buying an estimated $2.04M and bringing the position to 1,826,177 shares worth $160M. The position accounts for 17.7% of the portfolio, ranked #1.

Tennessee Valley Asset Management Partners first reported a position in SPYM in Q3 2021 and has held it in 20 quarters since. The position peaked at $179M in Q4 2023. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Tennessee Valley Asset Management Partners held 1,826,177 shares of State Street SPDR Portfolio S&P 500 ETF worth $160M as of Q2 2026.
Tennessee Valley Asset Management Partners bought 23,855 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.04M.
State Street SPDR Portfolio S&P 500 ETF made up 17.7% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #1 holding.
Tennessee Valley Asset Management Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
Tennessee Valley Asset Management Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $179M in Q4 2023.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.