UAS
SPYM

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

United Asset Strategies’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 		$15.4M Sell
175,724
-3,083
-2% -$263K 1.09% 27
2026
Q1 		$13.7M Sell
178,807
-3,631
-2% -$290K 1.09% 30
2025
Q4 		$14.6M Buy
182,438
+1,793
+1% +$143K 1.13% 27
2025
Q3 		$14.2M Sell
180,645
-13,812
-7% -$1.04M 1.14% 28
2025
Q2 		$14.1M Sell
194,457
-6,981
-3% -$469K 1.21% 24
2025
Q1 		$13.2M Sell
201,438
-185
-0.1% -$12.8K 1.23% 27
2024
Q4 		$13.9M Sell
201,623
-3,295
-2% -$228K 1.28% 24
2024
Q3 		$13.8M Sell
204,918
-1,730
-0.8% -$113K 1.29% 22
2024
Q2 		$13.2M Sell
206,648
-729
-0.4% -$44.9K 1.31% 26
2024
Q1 		$12.8M Buy
207,377
+958
+0.5% +$56.1K 1.27% 26
2023
Q4 		$11.5M Buy
206,419
+11,571
+6% +$606K 1.3% 24
2023
Q3 		$9.79M Buy
194,848
+934
+0.5% +$48.9K 1.27% 23
2023
Q2 		$10.1M Buy
193,914
+185,731
+2,270% +$9.17M 1.26% 25
2023
Q1 		$359K Sell
8,183
-183,445
-96% -$8.61M 0.05% 189
2022
Q4 		$8.62M Buy
191,628
+9,937
+5% +$449K 1.2% 28
2022
Q3 		$7.63M Sell
181,691
-361
-0.2% -$16.9K 1.17% 33
2022
Q2 		$8.07M Sell
182,052
-18,806
-9% -$906K 1.18% 33
2022
Q1 		$10.7M Sell
200,858
-3,653
-2% -$191K 1.36% 24
2021
Q4 		$11.4M Buy
204,511
+18,285
+10% +$987K 1.36% 26
2021
Q3 		$9.4M Buy
186,226
+51,091
+38% +$2.65M 1.21% 33
2021
Q2 		$6.8M Buy
135,135
+11,991
+10% +$588K 0.91% 41
2021
Q1 		$5.74M Buy
123,144
+549
+0.4% +$24.9K 0.83% 43
2020
Q4 		$5.39M Sell
122,595
-25,418
-17% -$1.06M 0.85% 42
2020
Q3 		$5.82M Buy
148,013
+1,826
+1% +$71.1K 1.07% 36
2020
Q2 		$5.3M Sell
146,187
-4,308
-3% -$148K 1.04% 35
2020
Q1 		$4.55M Sell
150,495
-906
-0.6% -$32.5K 1.13% 30
2019
Q4 		$5.73M Buy
151,401
+49,528
+49% +$1.79M 1.11% 33
2019
Q3 		$3.55M Buy
101,873
+32,546
+47% +$1.13M 0.78% 44
2019
Q2 		$2.4M Buy
69,327
+13,884
+25% +$471K 0.55% 57
2019
Q1 		$1.84M Sell
55,443
-58,348
-51% -$1.86M 0.43% 64
2018
Q4 		$3.32M Buy
113,791
+104,002
+1,062% +$3.28M 0.91% 36
2018
Q3 		$334K Buy
9,789
+513
+6% +$17.2K 0.08% 166
2018
Q2 		$296K Sell
9,276
-95,436
-91% -$3.03M 0.08% 170
2018
Q1 		$3.24M Buy
104,712
+4,603
+5% +$147K 0.96% 38
2017
Q4 		$3.13M Buy
+100,109
New +$3.05M 0.84% 36

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

United Asset Strategies's SPYM Position: Q2 2026 in Review

United Asset Strategies reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.7% in Q2 2026, selling an estimated $263K and leaving 175,724 shares worth $15.4M. The position accounts for 1.09% of the portfolio, ranked #27.

United Asset Strategies first reported a position in SPYM in Q4 2017 and has held it in 35 quarters since. 564 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • United Asset Strategies held 175,724 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.4M as of Q2 2026.
  • United Asset Strategies sold 3,083 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $263K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.09% of United Asset Strategies's portfolio in Q2 2026, its #27 holding.
  • United Asset Strategies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
  • 564 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.