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

Vickerman Investment 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	$3.64M	Sell	41,439 -3,298	-7%	-$281K	0.71%	37
2026 Q1	$3.42M	Buy	44,737 +463	+1%	+$37K	0.72%	38
2025 Q4	$3.55M	Sell	44,274 -413	-0.9%	-$32.8K	0.71%	39
2025 Q3	$3.5M	Sell	44,687 -401	-0.9%	-$30.2K	0.71%	40
2025 Q2	$3.28M	Sell	45,088 -859	-2%	-$57.8K	0.7%	44
2025 Q1	$3.02M	Sell	45,947 -691	-1%	-$47.8K	0.68%	41
2024 Q4	$3.22M	Sell	46,638 -2,077	-4%	-$144K	0.87%	36
2024 Q3	$3.29M	Sell	48,715 -1,015	-2%	-$66K	0.97%	34
2024 Q2	$3.18M	Sell	49,730 -1,577	-3%	-$97.1K	1.02%	33
2024 Q1	$3.16M	Buy	51,307 +2,188	+4%	+$128K	1.02%	32
2023 Q4	$2.75M	Sell	49,119 -5,803	-11%	-$304K	0.94%	40
2023 Q3	$2.76M	Sell	54,922 -468	-0.8%	-$24.5K	1.13%	38
2023 Q2	$2.89M	Sell	55,390 -3,081	-5%	-$152K	1.13%	35
2023 Q1	$2.82M	Buy	58,471 +4,479	+8%	+$210K	1.11%	34
2022 Q4	$2.43M	Sell	53,992 -18,180	-25%	-$822K	1.1%	37
2022 Q3	$3.03M	Buy	72,172 +4,190	+6%	+$196K	1.46%	21
2022 Q2	$3.01M	Buy	67,982 +5,284	+8%	+$255K	1.43%	22
2022 Q1	$3.04M	Buy	62,698 +5,268	+9%	+$276K	1.35%	23
2021 Q4	$3.21M	Sell	57,430 -22,837	-28%	-$1.23M	1.29%	23
2021 Q3	$4.05M	Buy	+80,267	New	+$4.16M	1.62%	17

Other funds holding SPYM

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

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

Vickerman Investment Advisors's SPYM Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.4% in Q2 2026, selling an estimated $281K and leaving 41,439 shares worth $3.64M. The position accounts for 0.71% of the portfolio, ranked #37.

Vickerman Investment Advisors first reported a position in SPYM in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.05M in Q3 2021. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Vickerman Investment Advisors held 41,439 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.64M as of Q2 2026.
Vickerman Investment Advisors sold 3,298 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $281K.
State Street SPDR Portfolio S&P 500 ETF made up 0.71% of Vickerman Investment Advisors's portfolio in Q2 2026, its #37 holding.
Vickerman Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
Vickerman Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.05M in Q3 2021.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.