Trust Company of the South’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Trust Company of the South’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	$534K	Hold	6,079	–	–	0.08%	82
2026 Q1	$465K	Hold	6,079	–	–	0.07%	88
2025 Q4	$488K	Hold	6,079	–	–	0.08%	81
2025 Q3	$476K	Hold	6,079	–	–	0.08%	78
2025 Q2	$442K	Hold	6,079	–	–	0.08%	80
2025 Q1	$400K	Hold	6,079	–	–	0.08%	81
2024 Q4	$419K	Hold	6,079	–	–	0.09%	78
2024 Q3	$410K	Hold	6,079	–	–	0.09%	81
2024 Q2	$389K	Hold	6,079	–	–	0.09%	80
2024 Q1	$374K	Hold	6,079	–	–	0.09%	81
2023 Q4	$340K	Buy	+6,079	New	+$318K	0.09%	77

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Trust Company of the South's SPYM Position: Q2 2026 in Review

Trust Company of the South held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 6,079 shares worth $534K. The position accounts for 0.08% of the portfolio, ranked #82.

Trust Company of the South first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,113 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Trust Company of the South held 6,079 shares of State Street SPDR Portfolio S&P 500 ETF worth $534K as of Q2 2026.
Trust Company of the South left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Trust Company of the South's portfolio in Q2 2026, its #82 holding.
Trust Company of the South first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,113 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.