VAF
SPYM

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

Values Added Financial’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 		$8.87M Sell
100,964
-268
-0.3% -$22.9K 3.2% 8
2026
Q1 		$7.75M Buy
101,232
+1,923
+2% +$154K 3.26% 9
2025
Q4 		$7.97M Sell
99,309
-261
-0.3% -$20.8K 3.36% 8
2025
Q3 		$7.8M Buy
99,570
+9,385
+10% +$708K 3.47% 7
2025
Q2 		$6.56M Sell
90,185
-6,969
-7% -$469K 3.18% 8
2025
Q1 		$6.39M Buy
97,154
+676
+0.7% +$46.8K 3.54% 8
2024
Q4 		$6.65M Buy
96,478
+3,446
+4% +$239K 3.85% 6
2024
Q3 		$6.28M Buy
93,032
+10,490
+13% +$682K 3.96% 7
2024
Q2 		$5.28M Buy
82,542
+15,346
+23% +$945K 3.81% 7
2024
Q1 		$4.13M Buy
67,196
+1,203
+2% +$70.5K 3.22% 10
2023
Q4 		$3.69M Buy
65,993
+3,413
+5% +$179K 3.02% 11
2023
Q3 		$3.15M Buy
62,580
+416
+0.7% +$21.8K 2.87% 11
2023
Q2 		$3.24M Buy
+62,164
New +$3.07M 3.04% 11

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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Values Added Financial's SPYM Position: Q2 2026 in Review

Values Added Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.26% in Q2 2026, selling an estimated $22.9K and leaving 100,964 shares worth $8.87M. The position accounts for 3.2% of the portfolio, ranked #8.

Values Added Financial first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. 809 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Values Added Financial held 100,964 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.87M as of Q2 2026.
  • Values Added Financial sold 268 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $22.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.2% of Values Added Financial's portfolio in Q2 2026, its #8 holding.
  • Values Added Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 809 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.