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

Virtue Capital Management’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	–	Sell	-15,983	Closed	-$1.19M	–	383
2026 Q1	$1.19M	Buy	15,983 +1,061	+7%	+$84.9K	0.18%	110
2025 Q4	$1.2M	Buy	14,922 +1,861	+14%	+$148K	0.18%	93
2025 Q3	$575K	Buy	+13,061	New	+$985K	0.09%	158
2025 Q2	–	Sell	-455,060	Closed	-$29.9M	–	456
2025 Q1	$29.9M	Buy	+455,060	New	+$31.5M	3.49%	3
2024 Q4	–	Sell	-3,551	Closed	-$240K	–	291
2024 Q3	$240K	Sell	3,551 -5,808	-62%	-$378K	0.05%	232
2024 Q2	$611K	Buy	9,359 +580	+7%	+$35.7K	0.1%	174
2024 Q1	$529K	Buy	8,779 +837	+11%	+$49K	0.1%	200
2023 Q4	$437K	Sell	7,942 -2,450	-24%	-$128K	0.09%	224
2023 Q3	$542K	Hold	10,392	–	–	0.09%	203
2023 Q2	$542K	Sell	10,392 -1,167	-10%	-$57.6K	0.09%	203
2023 Q1	$550K	Buy	11,559 +692	+6%	+$32.5K	0.09%	200
2022 Q4	$489K	Sell	10,867 -346	-3%	-$15.6K	0.07%	209
2022 Q3	$471K	Buy	11,213 +24	+0.2%	+$1.12K	0.07%	123
2022 Q2	$496K	Buy	11,189 +422	+4%	+$20.3K	0.08%	121
2022 Q1	$572K	Buy	10,767 +564	+6%	+$29.5K	0.09%	242
2021 Q4	$570K	Buy	+10,203	New	+$551K	0.08%	257
2020 Q1	–	Sell	-637,895	Closed	-$24.1M	–	184
2019 Q4	$24.1M	Buy	+637,895	New	+$23.1M	6.96%	1

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

Virtue Capital Management's SPYM Position: Q2 2026 in Review

Virtue Capital Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 15,983 shares — an estimated $1.19M sold.

Virtue Capital Management first reported a position in SPYM in Q4 2019 and held it in 17 quarters. The position peaked at $29.9M in Q1 2025. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Virtue Capital Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Virtue Capital Management sold 15,983 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.19M.
Virtue Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and held it in 17 quarters.
Virtue Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $29.9M in Q1 2025.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.