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

VisionPoint Advisory Group’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	$15.6M	Buy	177,210 +72,757	+70%	+$6.21M	2.54%	1
2026 Q1	$7.99M	Buy	104,453 +7,969	+8%	+$637K	1.51%	11
2025 Q4	$7.74M	Buy	96,484 +2,551	+3%	+$203K	1.51%	10
2025 Q3	$7.36M	Buy	93,933 +3,839	+4%	+$290K	1.47%	11
2025 Q2	$6.55M	Buy	90,094 +84,988	+1,664%	+$5.72M	1.42%	13
2025 Q1	$336K	Buy	5,106 +460	+10%	+$31.8K	0.12%	157
2024 Q4	$320K	Buy	4,646 +55	+1%	+$3.81K	0.11%	138
2024 Q3	$310K	Buy	4,591 +67	+1%	+$4.36K	0.1%	140
2024 Q2	$290K	Buy	4,524 +1,309	+41%	+$80.6K	0.1%	141
2024 Q1	$198K	Buy	3,215 +1,269	+65%	+$74.3K	0.07%	165
2023 Q4	$109K	Buy	1,946 +271	+16%	+$14.2K	0.04%	186
2023 Q3	$84.2K	Buy	1,675 +936	+127%	+$49K	0.04%	208
2023 Q2	$38.5K	Buy	+739	New	+$36.5K	0.02%	233

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

VisionPoint Advisory Group's SPYM Position: Q2 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 70% in Q2 2026, buying an estimated $6.21M and bringing the position to 177,210 shares worth $15.6M. The position accounts for 2.54% of the portfolio, ranked #1.

VisionPoint Advisory Group first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. 913 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

VisionPoint Advisory Group held 177,210 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.6M as of Q2 2026.
VisionPoint Advisory Group bought 72,757 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.21M.
State Street SPDR Portfolio S&P 500 ETF made up 2.54% of VisionPoint Advisory Group's portfolio in Q2 2026, its #1 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
913 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.