UFA
SPYM

Unify Financial Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Unify Financial Advisors’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 		$869K Buy
9,886
+2,242
+29% +$191K 0.8% 36
2026
Q1 		$585K Buy
7,644
+2,712
+55% +$217K 0.61% 48
2025
Q4 		$396K Buy
+4,932
New +$392K 0.41% 65

Other funds holding SPYM

GT
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Unify Financial Advisors's SPYM Position: Q2 2026 in Review

Unify Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 29% in Q2 2026, buying an estimated $191K and bringing the position to 9,886 shares worth $869K. The position accounts for 0.8% of the portfolio, ranked #36.

Unify Financial Advisors first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 537 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Unify Financial Advisors held 9,886 shares of State Street SPDR Portfolio S&P 500 ETF worth $869K as of Q2 2026.
  • Unify Financial Advisors bought 2,242 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $191K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.8% of Unify Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • Unify Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 537 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.