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

Vestment 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	$5.79M	Buy	65,392 +1,924	+3%	+$164K	2.59%	11
2026 Q1	$5.29M	Buy	63,468 +3,923	+7%	+$314K	2.49%	11
2025 Q4	$4.86M	Buy	59,545 +2,194	+4%	+$174K	2.52%	11
2025 Q3	$4.52M	Buy	57,351 +4,082	+8%	+$308K	2.58%	11
2025 Q2	$3.88M	Buy	53,269 +5,579	+12%	+$375K	2.46%	12
2025 Q1	$3.15M	Buy	47,690 +7,496	+19%	+$518K	2.26%	11
2024 Q4	$2.78M	Buy	+40,194	New	+$2.79M	2.13%	11

Other funds holding SPYM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Vestment Financial's SPYM Position: Q2 2026 in Review

Vestment Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3% in Q2 2026, buying an estimated $164K and bringing the position to 65,392 shares worth $5.79M. The position accounts for 2.59% of the portfolio, ranked #11.

Vestment Financial first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Vestment Financial held 65,392 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.79M as of Q2 2026.
Vestment Financial bought 1,924 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $164K.
State Street SPDR Portfolio S&P 500 ETF made up 2.59% of Vestment Financial's portfolio in Q2 2026, its #11 holding.
Vestment 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.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.