Vise Technologies’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Vise Technologies’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	$71.2M	Buy	810,572 +710,026	+706%	+$60.6M	0.81%	23
2026 Q1	$8.07M	Hold	100,546	–	–	0.16%	109
2025 Q4	$8.07M	Buy	100,546 +54,151	+117%	+$4.31M	0.16%	109
2025 Q3	$3.63M	Buy	46,395 +30,057	+184%	+$2.27M	0.14%	149
2025 Q2	$1.19M	Buy	+16,338	New	+$1.1M	0.05%	390

Other funds holding SPYM

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

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 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

Vise Technologies's SPYM Position: Q2 2026 in Review

Vise Technologies increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 706% in Q2 2026, buying an estimated $60.6M and bringing the position to 810,572 shares worth $71.2M. The position accounts for 0.81% of the portfolio, ranked #23.

Vise Technologies first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Vise Technologies held 810,572 shares of State Street SPDR Portfolio S&P 500 ETF worth $71.2M as of Q2 2026.
Vise Technologies bought 710,026 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $60.6M.
State Street SPDR Portfolio S&P 500 ETF made up 0.81% of Vise Technologies's portfolio in Q2 2026, its #23 holding.
Vise Technologies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.