Whittier Trust’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Whittier Trust’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	$1.86M	Sell	21,062 -749	-3%	-$63.9K	0.02%	306
2026 Q1	$1.69M	Hold	21,811	–	–	0.02%	290
2025 Q4	$1.78M	Hold	21,811	–	–	0.02%	280
2025 Q3	$1.72M	Hold	21,811	–	–	0.02%	282
2025 Q2	$1.59M	Sell	21,811 -10,528	-33%	-$708K	0.02%	320
2025 Q1	$2.13M	Hold	32,339	–	–	0.03%	275
2024 Q4	$2.23M	Sell	32,339 -600	-2%	-$41.6K	0.03%	262
2024 Q3	$2.22M	Hold	32,939	–	–	0.03%	265
2024 Q2	$2.11M	Sell	32,939 -40	-0.1%	-$2.46K	0.03%	263
2024 Q1	$2.03M	Sell	32,979 -445	-1%	-$26.1K	0.03%	266
2023 Q4	$1.87M	Sell	33,424 -135	-0.4%	-$7.07K	0.03%	273
2023 Q3	$1.69M	Sell	33,559 -210	-0.6%	-$11K	0.03%	288
2023 Q2	$1.76M	Hold	33,769	–	–	0.03%	288
2023 Q1	$1.63M	Hold	33,769	–	–	0.03%	291
2022 Q4	$1.52M	Hold	33,769	–	–	0.03%	300
2022 Q3	$1.42M	Buy	33,769 +150	+0.4%	+$7K	0.03%	296
2022 Q2	$1.49M	Buy	33,619 +1,280	+4%	+$61.7K	0.03%	307
2022 Q1	$1.72M	Buy	+32,339	New	+$1.69M	0.03%	304

Other funds holding SPYM

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

Walleye Capital New York $28B AUM 44.22% 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

Whittier Trust's SPYM Position: Q2 2026 in Review

Whittier Trust reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.4% in Q2 2026, selling an estimated $63.9K and leaving 21,062 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #306.

Whittier Trust first reported a position in SPYM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.23M in Q4 2024. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Whittier Trust held 21,062 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.86M as of Q2 2026.
Whittier Trust sold 749 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $63.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #306 holding.
Whittier Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
Whittier Trust's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.23M in Q4 2024.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.