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

Truvestments Capital’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	$352	Sell	4 -71	-95%	-$6.06K	﹤0.01%	1084
2026 Q1	$5.74K	Buy	75 +72	+2,400%	+$5.76K	﹤0.01%	861
2025 Q4	$241	Hold	3	–	–	﹤0.01%	978
2025 Q3	$235	Hold	3	–	–	﹤0.01%	991
2025 Q2	$218	Hold	3	–	–	﹤0.01%	921
2025 Q1	$197	Buy	+3	New	+$207	﹤0.01%	993
2024 Q4	–	Sell	-116	Closed	-$7.83K	–	1055
2024 Q3	$7.83K	Buy	+116	New	+$7.54K	﹤0.01%	615
2023 Q3	–	Sell	-267	Closed	-$13.9K	–	711
2023 Q2	$13.9K	Hold	267	–	–	0.01%	421
2023 Q1	$12.9K	Sell	267 -268	-50%	-$12.6K	0.01%	417
2022 Q4	$24.1K	Buy	535 +268	+100%	+$12.1K	0.01%	365
2022 Q3	$11K	Hold	267	–	–	0.01%	404
2022 Q2	$12K	Buy	+267	New	+$12.9K	0.01%	399

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

Truvestments Capital's SPYM Position: Q2 2026 in Review

Truvestments Capital reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 95% in Q2 2026, selling an estimated $6.06K and leaving 4 shares worth $352. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Truvestments Capital first reported a position in SPYM in Q2 2022 and has held it in 12 quarters since. The position peaked at $24.1K in Q4 2022. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Truvestments Capital held 4 shares of State Street SPDR Portfolio S&P 500 ETF worth $352 as of Q2 2026.
Truvestments Capital sold 71 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.06K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #1084 holding.
Truvestments Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 12 quarters since.
Truvestments Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $24.1K in Q4 2022.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.