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

Toth Financial Advisory’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	$169K	Buy	1,928 +985	+104%	+$84K	0.02%	243
2026 Q1	$72.2K	Hold	943	–	–	0.01%	314
2025 Q4	$75.6K	Hold	943	–	–	0.01%	297
2025 Q3	$73.9K	Buy	943 +549	+139%	+$41.4K	0.01%	295
2025 Q2	$28.6K	Hold	394	–	–	﹤0.01%	392
2025 Q1	$25.9K	Hold	394	–	–	﹤0.01%	370
2024 Q4	$27.2K	Hold	394	–	–	﹤0.01%	366
2024 Q3	$26.6K	Hold	394	–	–	﹤0.01%	351
2024 Q2	$25.2K	Hold	394	–	–	﹤0.01%	370
2024 Q1	$24.2K	Hold	394	–	–	﹤0.01%	372
2023 Q4	$22K	Hold	394	–	–	﹤0.01%	379
2023 Q3	$19.8K	Hold	394	–	–	﹤0.01%	369
2023 Q2	$20.5K	Hold	394	–	–	﹤0.01%	388
2023 Q1	$19K	Hold	394	–	–	﹤0.01%	389
2022 Q4	$17.7K	Hold	394	–	–	﹤0.01%	388
2022 Q3	$17K	Buy	+394	New	+$18.4K	﹤0.01%	393

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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 $44.6B AUM 28.94% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Toth Financial Advisory's SPYM Position: Q2 2026 in Review

Toth Financial Advisory increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 104% in Q2 2026, buying an estimated $84K and bringing the position to 1,928 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #243.

Toth Financial Advisory first reported a position in SPYM in Q3 2022 and has held it in 16 quarters since. 892 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Toth Financial Advisory held 1,928 shares of State Street SPDR Portfolio S&P 500 ETF worth $169K as of Q2 2026.
Toth Financial Advisory bought 985 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $84K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Toth Financial Advisory's portfolio in Q2 2026, its #243 holding.
Toth Financial Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
892 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.