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

tru Independence’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	$1.48M	Sell	16,834 -166	-1%	-$14.2K	0.65%	20
2026 Q1	$1.3M	Buy	17,000 +2,249	+15%	+$180K	0.64%	21
2025 Q4	$1.18M	Sell	14,751 -874	-6%	-$69.5K	0.3%	56
2025 Q3	$1.22M	Buy	15,625 +3,123	+25%	+$236K	0.32%	59
2025 Q2	$909K	Buy	12,502 +2,664	+27%	+$179K	0.26%	59
2025 Q1	$647K	Buy	+9,838	New	+$680K	0.2%	70
2020 Q1	–	Sell	-100	Closed	-$3K	–	892
2019 Q4	$3K	Buy	+100	New	+$3.62K	﹤0.01%	773

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

tru Independence's SPYM Position: Q2 2026 in Review

tru Independence reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.98% in Q2 2026, selling an estimated $14.2K and leaving 16,834 shares worth $1.48M. The position accounts for 0.65% of the portfolio, ranked #20.

tru Independence first reported a position in SPYM in Q4 2019 and has held it in 7 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

tru Independence held 16,834 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.48M as of Q2 2026.
tru Independence sold 166 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $14.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.65% of tru Independence's portfolio in Q2 2026, its #20 holding.
tru Independence first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 7 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.