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SPYM

Transce3nd’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Transce3nd’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 		$907K Sell
10,203
-1,176
-10% -$100K 8% 2
2026
Q1 		$871K Sell
11,379
-505
-4% -$40.4K 7.73% 2
2025
Q4 		$973K Sell
11,884
-4,721
-28% -$375K 7.85% 2
2025
Q3 		$996K Sell
16,605
-87,517
-84% -$6.6M 8.9% 2
2025
Q2 		$7.6M Buy
104,122
+2,735
+3% +$184K 3.21% 7
2025
Q1 		$6.6M Sell
101,387
-18,686
-16% -$1.29M 2.95% 7
2024
Q4 		$8.31M Buy
+120,073
New +$8.32M 2.81% 8

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GT
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
GI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Transce3nd's SPYM Position: Q2 2026 in Review

Transce3nd reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10% in Q2 2026, selling an estimated $100K and leaving 10,203 shares worth $907K. The position accounts for 8% of the portfolio, ranked #2.

Transce3nd first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.31M in Q4 2024. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Transce3nd held 10,203 shares of State Street SPDR Portfolio S&P 500 ETF worth $907K as of Q2 2026.
  • Transce3nd sold 1,176 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $100K.
  • State Street SPDR Portfolio S&P 500 ETF made up 8% of Transce3nd's portfolio in Q2 2026, its #2 holding.
  • Transce3nd first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Transce3nd's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.31M in Q4 2024.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Transce3nd's 13F filing for Q2 2026, filed 24 Jul 2026.