Trivant Custom Portfolio Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Trivant Custom Portfolio Group’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	$1.73M	Buy	19,667 +604	+3%	+$51.5K	0.92%	34
2026 Q1	$1.46M	Buy	19,063 +4,352	+30%	+$348K	0.8%	39
2025 Q4	$1.18M	Buy	14,711 +511	+4%	+$40.6K	0.68%	45
2025 Q3	$1.11M	Buy	14,200 +1,059	+8%	+$79.9K	0.57%	51
2025 Q2	$955K	Buy	13,141 +2,390	+22%	+$161K	0.52%	60
2025 Q1	$707K	Sell	10,751 -85	-0.8%	-$5.88K	0.41%	65
2024 Q4	$747K	Buy	10,836 +714	+7%	+$49.5K	0.44%	50
2024 Q3	$683K	Buy	10,122 +1,081	+12%	+$70.3K	0.39%	57
2024 Q2	$579K	Buy	9,041 +538	+6%	+$33.1K	0.36%	51
2024 Q1	$523K	Buy	8,503 +1,242	+17%	+$72.7K	0.33%	47
2023 Q4	$406K	Sell	7,261 -2,093	-22%	-$110K	0.27%	46
2023 Q3	$470K	Buy	9,354 +1,627	+21%	+$85.1K	0.35%	42
2023 Q2	$403K	Buy	7,727 +582	+8%	+$28.7K	0.28%	43
2023 Q1	$344K	Buy	+7,145	New	+$335K	0.25%	47

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Trivant Custom Portfolio Group's SPYM Position: Q2 2026 in Review

Trivant Custom Portfolio Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.2% in Q2 2026, buying an estimated $51.5K and bringing the position to 19,667 shares worth $1.73M. The position accounts for 0.92% of the portfolio, ranked #34.

Trivant Custom Portfolio Group first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. 1,723 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Trivant Custom Portfolio Group held 19,667 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.73M as of Q2 2026.
Trivant Custom Portfolio Group bought 604 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $51.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.92% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #34 holding.
Trivant Custom Portfolio Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
1,723 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.