Tru Independence Asset Management 2’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Tru Independence Asset Management 2’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 Q1	$252K	Hold	3,286	–	–	0.15%	76
2025 Q4	$264K	Hold	3,286	–	–	0.17%	72
2025 Q3	$257K	Sell	3,286 -3,286	-50%	-$248K	0.17%	77
2025 Q2	$478K	Buy	6,572 +3,286	+100%	+$221K	0.33%	59
2025 Q1	$216K	Hold	3,286	–	–	0.16%	81
2024 Q4	$227K	Hold	3,286	–	–	0.19%	73
2024 Q3	$222K	Buy	+3,286	New	+$214K	0.19%	73

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tru Independence Asset Management 2's SPYM Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 3,286 shares worth $252K. The position accounts for 0.15% of the portfolio, ranked #76.

Tru Independence Asset Management 2 first reported a position in SPYM in Q3 2024 and has held it in 7 quarters since. The position peaked at $478K in Q2 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Tru Independence Asset Management 2 held 3,286 shares of State Street SPDR Portfolio S&P 500 ETF worth $252K as of Q1 2026.
Tru Independence Asset Management 2 left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.15% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #76 holding.
Tru Independence Asset Management 2 first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
Tru Independence Asset Management 2's State Street SPDR Portfolio S&P 500 ETF position peaked at $478K in Q2 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.