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

Vantage Point 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	$9.31M	Buy	105,897 +12,221	+13%	+$1.04M	2.84%	4
2026 Q1	$7.17M	Sell	93,676 -40,237	-30%	-$3.22M	2.52%	6
2025 Q4	$10.7M	Buy	133,913 +11,428	+9%	+$909K	3.84%	4
2025 Q3	$9.6M	Buy	122,485 +8,155	+7%	+$615K	3.72%	4
2025 Q2	$8.31M	Buy	114,330 +36,929	+48%	+$2.48M	3.65%	4
2025 Q1	$5.09M	Buy	77,401 +10,529	+16%	+$728K	2.56%	9
2024 Q4	$4.61M	Buy	+66,872	New	+$4.64M	2.48%	9

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Vantage Point Financial's SPYM Position: Q2 2026 in Review

Vantage Point Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, buying an estimated $1.04M and bringing the position to 105,897 shares worth $9.31M. The position accounts for 2.84% of the portfolio, ranked #4.

Vantage Point Financial first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.7M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Vantage Point Financial held 105,897 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.31M as of Q2 2026.
Vantage Point Financial bought 12,221 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.04M.
State Street SPDR Portfolio S&P 500 ETF made up 2.84% of Vantage Point Financial's portfolio in Q2 2026, its #4 holding.
Vantage Point Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Vantage Point Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.7M in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.