United Advisor Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

United Advisor Group’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	$2.54M	Buy	28,949 +9,718	+51%	+$829K	0.27%	102
2026 Q1	$1.47M	Sell	19,231 -443	-2%	-$35.4K	0.18%	137
2025 Q4	$1.58M	Buy	19,674 +2,423	+14%	+$193K	0.2%	124
2025 Q3	$1.35M	Buy	17,251 +406	+2%	+$30.6K	0.18%	129
2025 Q2	$1.22M	Buy	16,845 +525	+3%	+$35.3K	0.21%	113
2025 Q1	$1.07M	Buy	16,320 +3,529	+28%	+$244K	0.22%	111
2024 Q4	$882K	Buy	12,791 +196	+2%	+$13.6K	0.17%	133
2024 Q3	$850K	Buy	12,595 +5,657	+82%	+$368K	0.19%	120
2024 Q2	$444K	Buy	+6,938	New	+$427K	0.14%	147

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

United Advisor Group's SPYM Position: Q2 2026 in Review

United Advisor Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 51% in Q2 2026, buying an estimated $829K and bringing the position to 28,949 shares worth $2.54M. The position accounts for 0.27% of the portfolio, ranked #102.

United Advisor Group first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 1,722 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

United Advisor Group held 28,949 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.54M as of Q2 2026.
United Advisor Group bought 9,718 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $829K.
State Street SPDR Portfolio S&P 500 ETF made up 0.27% of United Advisor Group's portfolio in Q2 2026, its #102 holding.
United Advisor Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
1,722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.