Vestmark Advisory Solutions’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Vestmark Advisory Solutions’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	$26.9M	Buy	306,303 +50,922	+20%	+$4.34M	0.25%	86
2026 Q1	$19.5M	Sell	255,381 -75,087	-23%	-$6.01M	0.22%	102
2025 Q4	$26.5M	Buy	330,468 +99,221	+43%	+$7.89M	0.36%	51
2025 Q3	$18.1M	Sell	231,247 -143,507	-38%	-$10.8M	0.35%	55
2025 Q2	$27.2M	Sell	374,754 -8,722	-2%	-$587K	0.39%	59
2025 Q1	$25.2M	Buy	383,476 +74,419	+24%	+$5.15M	0.65%	31
2024 Q4	$21.3M	Sell	309,057 -459,925	-60%	-$31.9M	0.73%	25
2024 Q3	$51.9M	Buy	768,982 +119,498	+18%	+$7.77M	1.93%	7
2024 Q2	$41.6M	Buy	649,484 +130,513	+25%	+$8.03M	1.74%	7
2024 Q1	$31.9M	Buy	518,971 +20,517	+4%	+$1.2M	1.38%	10
2023 Q4	$27.9M	Buy	498,454 +204,592	+70%	+$10.7M	1.42%	13
2023 Q3	$14.8M	Buy	293,862 +73,895	+34%	+$3.87M	1.07%	15
2023 Q2	$11.5M	Buy	219,967 +66,887	+44%	+$3.3M	0.44%	48
2023 Q1	$7.37M	Sell	153,080 -43,994	-22%	-$2.06M	0.32%	69
2022 Q4	$8.86M	Buy	197,074 +46,767	+31%	+$2.11M	0.43%	42
2022 Q3	$6.31M	Buy	150,307 +78,565	+110%	+$3.67M	0.35%	57
2022 Q2	$3.18M	Buy	71,742 +30,097	+72%	+$1.45M	0.18%	144
2022 Q1	$2.21M	Sell	41,645 -44,138	-51%	-$2.31M	0.13%	219
2021 Q4	$4.79M	Buy	85,783 +15,343	+22%	+$829K	0.27%	79
2021 Q3	$3.55M	Buy	+70,440	New	+$3.65M	0.24%	98

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

Vestmark Advisory Solutions's SPYM Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 20% in Q2 2026, buying an estimated $4.34M and bringing the position to 306,303 shares worth $26.9M. The position accounts for 0.25% of the portfolio, ranked #86.

Vestmark Advisory Solutions first reported a position in SPYM in Q3 2021 and has held it in 20 quarters since. The position peaked at $51.9M in Q3 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Vestmark Advisory Solutions held 306,303 shares of State Street SPDR Portfolio S&P 500 ETF worth $26.9M as of Q2 2026.
Vestmark Advisory Solutions bought 50,922 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.34M.
State Street SPDR Portfolio S&P 500 ETF made up 0.25% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #86 holding.
Vestmark Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
Vestmark Advisory Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $51.9M in Q3 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.