T
SPYM

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

TrueFG’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 		$6.47M Buy
73,621
+822
+1% +$70.1K 1.51% 11
2026
Q1 		$5.57M Buy
72,799
+3,533
+5% +$283K 1.48% 12
2025
Q4 		$5.56M Buy
69,266
+1,293
+2% +$103K 1.49% 12
2025
Q3 		$5.33M Buy
67,973
+679
+1% +$51.2K 1.47% 12
2025
Q2 		$4.89M Buy
67,294
+1,548
+2% +$104K 1.45% 12
2025
Q1 		$4.32M Buy
65,746
+7,504
+13% +$519K 1.42% 12
2024
Q4 		$4.02M Buy
58,242
+101
+0.2% +$7K 1.31% 12
2024
Q3 		$3.93M Sell
58,141
-1,007
-2% -$65.5K 1.28% 12
2024
Q2 		$3.79M Buy
59,148
+3,118
+6% +$192K 1.37% 12
2024
Q1 		$3.45M Buy
56,030
+4,853
+9% +$284K 1.26% 12
2023
Q4 		$2.86M Buy
51,177
+489
+1% +$25.6K 1.13% 12
2023
Q3 		$2.55M Sell
50,688
-1,373
-3% -$71.8K 1.1% 12
2023
Q2 		$2.71M Buy
52,061
+1,385
+3% +$68.4K 1.17% 12
2023
Q1 		$2.44M Buy
50,676
+3,607
+8% +$169K 1.1% 12
2022
Q4 		$2.12M Buy
47,069
+3,469
+8% +$157K 1.01% 12
2022
Q3 		$1.83M Buy
43,600
+2,986
+7% +$139K 0.97% 12
2022
Q2 		$1.8M Buy
40,614
+6,488
+19% +$313K 0.92% 12
2022
Q1 		$1.81M Buy
34,126
+455
+1% +$23.8K 0.82% 12
2021
Q4 		$1.88M Sell
33,671
-60
-0.2% -$3.24K 0.83% 12
2021
Q3 		$1.82M Buy
33,731
+940
+3% +$48.8K 0.83% 12
2021
Q2 		$1.65M Buy
32,791
+1,508
+5% +$74K 0.84% 12
2021
Q1 		$1.46M Buy
31,283
+1,907
+6% +$86.5K 0.79% 11
2020
Q4 		$1.29M Buy
29,376
+324
+1% +$13.5K 0.77% 13
2020
Q3 		$1.14M Buy
29,052
+831
+3% +$32.4K 0.79% 12
2020
Q2 		$1.02M Buy
28,221
+3,414
+14% +$117K 0.77% 13
2020
Q1 		$750K Buy
24,807
+5,346
+27% +$192K 0.68% 13
2019
Q4 		$736K Buy
+19,461
New +$704K 0.56% 13

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

TrueFG's SPYM Position: Q2 2026 in Review

TrueFG increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.1% in Q2 2026, buying an estimated $70.1K and bringing the position to 73,621 shares worth $6.47M. The position accounts for 1.51% of the portfolio, ranked #11.

TrueFG first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • TrueFG held 73,621 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.47M as of Q2 2026.
  • TrueFG bought 822 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $70.1K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.51% of TrueFG's portfolio in Q2 2026, its #11 holding.
  • TrueFG first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 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 TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.