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

Transamerica Financial Advisors’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	$8.99M	Sell	102,252 -2,049	-2%	-$175K	0.76%	31
2026 Q1	$7.98M	Sell	104,301 -11,326	-10%	-$906K	0.68%	33
2025 Q4	$9.28M	Sell	115,627 -2,989	-3%	-$238K	0.77%	27
2025 Q3	$9.29M	Sell	118,616 -5,528	-4%	-$417K	0.77%	25
2025 Q2	$9.02M	Buy	124,144 +1,492	+1%	+$100K	0.85%	22
2025 Q1	$8.07M	Buy	122,652 +621	+0.5%	+$43K	0.82%	20
2024 Q4	$8.41M	Buy	122,031 +5,332	+5%	+$370K	0.83%	21
2024 Q3	$7.88M	Sell	116,699 -6,155	-5%	-$400K	0.77%	22
2024 Q2	$7.86M	Hold	122,854	–	–	0.84%	22
2024 Q1	$7.56M	Buy	122,854 +122,816	+323,200%	+$7.19M	0.77%	22
2023 Q4	$3K	Sell	38 -56	-60%	-$2.93K	﹤0.01%	349
2023 Q3	$5K	Hold	94	–	–	﹤0.01%	353
2023 Q2	$5K	Sell	94 -178,849	-100%	-$8.83M	﹤0.01%	325
2023 Q1	$8.62M	Buy	178,943 +61,050	+52%	+$2.86M	1.14%	17
2022 Q4	$5.3M	Buy	117,893 +102,043	+644%	+$4.61M	0.76%	25
2022 Q3	$666K	Sell	15,850 -35,437	-69%	-$1.65M	0.1%	145
2022 Q2	$2.27M	Buy	+51,287	New	+$2.47M	0.32%	45
2020 Q3	–	Sell	-601	Closed	-$22K	–	439
2020 Q2	$22K	Buy	+601	New	+$20.7K	﹤0.01%	226
2016 Q1	–	Sell	-45,884	Closed	-$1.1M	–	849
2015 Q4	$1.1M	Buy	45,884 +41,888	+1,048%	+$1.01M	0.08%	165
2015 Q3	$90K	Sell	3,996 -72,440	-95%	-$1.73M	0.01%	331
2015 Q2	$1.86M	Buy	76,436 +5,804	+8%	+$144K	0.13%	124
2015 Q1	$1.73M	Buy	+70,632	New	+$1.72M	0.12%	136

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

Transamerica Financial Advisors's SPYM Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2% in Q2 2026, selling an estimated $175K and leaving 102,252 shares worth $8.99M. The position accounts for 0.76% of the portfolio, ranked #31.

Transamerica Financial Advisors first reported a position in SPYM in Q1 2015 and has held it in 22 quarters since. The position peaked at $9.29M in Q3 2025. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Transamerica Financial Advisors held 102,252 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.99M as of Q2 2026.
Transamerica Financial Advisors sold 2,049 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $175K.
State Street SPDR Portfolio S&P 500 ETF made up 0.76% of Transamerica Financial Advisors's portfolio in Q2 2026, its #31 holding.
Transamerica Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2015 and has held it in 22 quarters since.
Transamerica Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.29M in Q3 2025.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.