TS Financial Group (TSFG)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

TS Financial Group (TSFG)’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	$160K	Buy	1,816 +1,741	+2,321%	+$149K	0.02%	222
2026 Q1	$6K	Buy	75 +1	+1%	+$80	﹤0.01%	647
2025 Q4	$6K	Hold	74	–	–	﹤0.01%	645
2025 Q3	$6K	Hold	74	–	–	﹤0.01%	643
2025 Q2	$5K	Hold	74	–	–	﹤0.01%	645
2025 Q1	$5K	Hold	74	–	–	﹤0.01%	634
2024 Q4	$5K	Buy	74 +1	+1%	+$69	﹤0.01%	586
2024 Q3	$5K	Buy	73 +70	+2,333%	+$4.55K	﹤0.01%	599
2024 Q2	$0	Hold	3	–	–	﹤0.01%	803
2024 Q1	$0	Sell	3 -548	-99%	-$32.1K	﹤0.01%	905
2023 Q4	$31K	Buy	551 +396	+255%	+$20.7K	0.01%	347
2023 Q3	$8K	Hold	155	–	–	﹤0.01%	575
2023 Q2	$8K	Buy	+155	New	+$7.65K	﹤0.01%	585

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

TS Financial Group (TSFG)'s SPYM Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2,321% in Q2 2026, buying an estimated $149K and bringing the position to 1,816 shares worth $160K. The position accounts for 0.02% of the portfolio, ranked #222.

TS Financial Group (TSFG) first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

TS Financial Group (TSFG) held 1,816 shares of State Street SPDR Portfolio S&P 500 ETF worth $160K as of Q2 2026.
TS Financial Group (TSFG) bought 1,741 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $149K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #222 holding.
TS Financial Group (TSFG) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 13 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 TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.