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

Valeo 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	$768K	Buy	8,739 +4,371	+100%	+$373K	0.02%	347
2026 Q1	$334K	Buy	4,368 +1,602	+58%	+$128K	0.01%	510
2025 Q4	$222K	Buy	+2,766	New	+$220K	﹤0.01%	724
2021 Q2	–	Sell	-910	Closed	-$42K	–	1636
2021 Q1	$42K	Buy	910 +455	+100%	+$20.6K	﹤0.01%	943
2020 Q4	$20K	Buy	455 +120	+36%	+$5K	﹤0.01%	1028
2020 Q3	$13K	Buy	335 +1	+0.3%	+$39	﹤0.01%	1025
2020 Q2	$12K	Buy	334 +2	+0.6%	+$69	﹤0.01%	1236
2020 Q1	$11K	Buy	332 +152	+84%	+$5.45K	﹤0.01%	1071
2019 Q4	$7K	Buy	+180	New	+$6.51K	﹤0.01%	1210
2019 Q1	–	Sell	-93	Closed	-$3K	–	1627
2018 Q4	$3K	Hold	93	–	–	﹤0.01%	1224
2018 Q3	$3K	Hold	93	–	–	﹤0.01%	1379
2018 Q2	$3K	Buy	+93	New	+$2.95K	﹤0.01%	1279

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Valeo Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 100% in Q2 2026, buying an estimated $373K and bringing the position to 8,739 shares worth $768K. The position accounts for 0.02% of the portfolio, ranked #347.

Valeo Financial Advisors first reported a position in SPYM in Q2 2018 and has held it in 12 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Valeo Financial Advisors held 8,739 shares of State Street SPDR Portfolio S&P 500 ETF worth $768K as of Q2 2026.
Valeo Financial Advisors bought 4,371 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $373K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #347 holding.
Valeo Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 12 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.