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

Verdence Capital 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	$1.4M	Buy	15,897 +2,830	+22%	+$241K	0.07%	231
2026 Q1	$1M	Sell	13,067 -6,153	-32%	-$492K	0.06%	287
2025 Q4	$1.54M	Sell	19,220 -8,620	-31%	-$686K	0.09%	200
2025 Q3	$2.24M	Buy	27,840 +14,291	+105%	+$1.08M	0.13%	158
2025 Q2	$985K	Sell	13,549 -1,558	-10%	-$105K	0.07%	265
2025 Q1	$993K	Sell	15,107 -388	-3%	-$26.8K	0.08%	253
2024 Q4	$1.07M	Sell	15,495 -659	-4%	-$45.7K	0.09%	239
2024 Q3	$1.09M	Buy	16,154 +4,831	+43%	+$314K	0.09%	246
2024 Q2	$725K	Sell	11,323 -1,005	-8%	-$61.9K	0.06%	290
2024 Q1	$759K	Buy	12,328 +3,029	+33%	+$177K	0.07%	279
2023 Q4	$520K	Sell	9,299 -2,816	-23%	-$148K	0.05%	330
2023 Q3	$609K	Buy	12,115 +6,598	+120%	+$345K	0.07%	293
2023 Q2	$287K	Buy	+5,517	New	+$272K	0.03%	425

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

Verdence Capital Advisors's SPYM Position: Q2 2026 in Review

Verdence Capital Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 22% in Q2 2026, buying an estimated $241K and bringing the position to 15,897 shares worth $1.4M. The position accounts for 0.07% of the portfolio, ranked #231.

Verdence Capital Advisors first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.24M in Q3 2025. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Verdence Capital Advisors held 15,897 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.4M as of Q2 2026.
Verdence Capital Advisors bought 2,830 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $241K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Verdence Capital Advisors's portfolio in Q2 2026, its #231 holding.
Verdence Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Verdence Capital Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.24M in Q3 2025.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.