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

VestGen 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	$30.9M	Buy	351,060 +119,190	+51%	+$10.2M	0.9%	18
2026 Q1	$20.1M	Buy	231,870 +60,676	+35%	+$4.85M	0.54%	32
2025 Q4	$13.7M	Sell	171,194 -392,990	-70%	-$31.3M	0.58%	32
2025 Q3	$44.2M	Buy	564,184 +25,024	+5%	+$1.89M	1.47%	9
2025 Q2	$40M	Sell	539,160 -383,772	-42%	-$25.8M	1.6%	9
2025 Q1	$60.7M	Buy	+922,932	New	+$63.8M	2.76%	5

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

VestGen Advisors's SPYM Position: Q2 2026 in Review

VestGen Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 51% in Q2 2026, buying an estimated $10.2M and bringing the position to 351,060 shares worth $30.9M. The position accounts for 0.9% of the portfolio, ranked #18.

VestGen Advisors first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $60.7M in Q1 2025. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

VestGen Advisors held 351,060 shares of State Street SPDR Portfolio S&P 500 ETF worth $30.9M as of Q2 2026.
VestGen Advisors bought 119,190 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $10.2M.
State Street SPDR Portfolio S&P 500 ETF made up 0.9% of VestGen Advisors's portfolio in Q2 2026, its #18 holding.
VestGen Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $60.7M in Q1 2025.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.