Voisard Asset Management Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Voisard Asset Management 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	$1.24M	Sell	14,063 -319	-2%	-$27.2K	0.23%	41
2026 Q1	$1.1M	Sell	14,382 -152	-1%	-$12.2K	0.23%	42
2025 Q4	$1.17M	Sell	14,534 -996	-6%	-$79.2K	0.25%	38
2025 Q3	$1.22M	Sell	15,530 -9,950	-39%	-$751K	0.28%	33
2025 Q2	$1.85M	Sell	25,480 -4,475	-15%	-$301K	0.48%	25
2025 Q1	$1.97M	Sell	29,955 -5,489	-15%	-$380K	0.58%	22
2024 Q4	$2.44M	Sell	35,444 -49,295	-58%	-$3.42M	0.82%	21
2024 Q3	$5.72M	Buy	84,739 +10,491	+14%	+$682K	2.38%	11
2024 Q2	$4.75M	Buy	74,248 +9,899	+15%	+$609K	2.32%	11
2024 Q1	$3.96M	Buy	64,349 +17,769	+38%	+$1.04M	2.23%	9
2023 Q4	$2.6M	Buy	+46,580	New	+$2.44M	1.57%	10

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Voisard Asset Management Group's SPYM Position: Q2 2026 in Review

Voisard Asset Management Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.2% in Q2 2026, selling an estimated $27.2K and leaving 14,063 shares worth $1.24M. The position accounts for 0.23% of the portfolio, ranked #41.

Voisard Asset Management Group first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.72M in Q3 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Voisard Asset Management Group held 14,063 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.24M as of Q2 2026.
Voisard Asset Management Group sold 319 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $27.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.23% of Voisard Asset Management Group's portfolio in Q2 2026, its #41 holding.
Voisard Asset Management Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Voisard Asset Management Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.72M in Q3 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.