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

Waverly 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	$45.1M	Sell	513,535 -73,689	-13%	-$6.29M	0.26%	86
2026 Q1	$44.9M	Buy	587,224 +10,399	+2%	+$832K	0.34%	69
2025 Q4	$46.3M	Sell	576,825 -337	-0.1%	-$26.8K	0.37%	59
2025 Q3	$45.2M	Buy	577,162 +8,416	+1%	+$635K	0.45%	46
2025 Q2	$41.3M	Buy	568,746 +12,874	+2%	+$866K	0.45%	46
2025 Q1	$36.6M	Buy	555,872 +44,845	+9%	+$3.1M	0.45%	47
2024 Q4	$35.2M	Buy	511,027 +241,502	+90%	+$16.7M	0.54%	38
2024 Q3	$18.2M	Sell	269,525 -4,344	-2%	-$283K	0.34%	56
2024 Q2	$17.5M	Sell	273,869 -12,499	-4%	-$769K	0.34%	54
2024 Q1	$17.6M	Buy	+286,368	New	+$16.8M	0.41%	48

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

Waverly Advisors's SPYM Position: Q2 2026 in Review

Waverly Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, selling an estimated $6.29M and leaving 513,535 shares worth $45.1M. The position accounts for 0.26% of the portfolio, ranked #86.

Waverly Advisors first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $46.3M in Q4 2025. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Waverly Advisors held 513,535 shares of State Street SPDR Portfolio S&P 500 ETF worth $45.1M as of Q2 2026.
Waverly Advisors sold 73,689 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.29M.
State Street SPDR Portfolio S&P 500 ETF made up 0.26% of Waverly Advisors's portfolio in Q2 2026, its #86 holding.
Waverly Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Waverly Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $46.3M in Q4 2025.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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