Vanguard Personalized Indexing Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Vanguard Personalized Indexing Management’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	$213K	Buy	+2,425	New	+$207K	﹤0.01%	1889
2026 Q1	–	Sell	-3,972	Closed	-$319K	–	2236
2025 Q4	$319K	Hold	3,972	–	–	﹤0.01%	1488
2025 Q3	$311K	Buy	+3,972	New	+$300K	﹤0.01%	1489

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

Vanguard Personalized Indexing Management's SPYM Position: Q2 2026 in Review

Vanguard Personalized Indexing Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,425 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1889 among its holdings. This is a return to the name: Vanguard Personalized Indexing Management previously reported a position in SPYM as recently as Q4 2025.

Vanguard Personalized Indexing Management first reported a position in SPYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $319K in Q4 2025. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Vanguard Personalized Indexing Management held 2,425 shares of State Street SPDR Portfolio S&P 500 ETF worth $213K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Vanguard Personalized Indexing Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1889 holding.
Vanguard Personalized Indexing Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
Vanguard Personalized Indexing Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $319K in Q4 2025.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.