Willis Johnson & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Willis Johnson & Associates’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	–	Sell	-4,544	Closed	-$348K	–	177
2026 Q1	$348K	Buy	4,544 +7	+0.2%	+$560	0.02%	139
2025 Q4	$364K	Sell	4,537 -35	-0.8%	-$2.78K	0.02%	125
2025 Q3	$358K	Buy	4,572 +1,135	+33%	+$85.6K	0.02%	124
2025 Q2	$250K	Buy	3,437 +96	+3%	+$6.46K	0.02%	146
2025 Q1	$220K	Buy	+3,341	New	+$231K	0.02%	148
2024 Q3	–	Sell	-7,754	Closed	-$496K	–	175
2024 Q2	$496K	Buy	+7,754	New	+$477K	0.04%	93

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

Willis Johnson & Associates's SPYM Position: Q2 2026 in Review

Willis Johnson & Associates sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 4,544 shares — an estimated $348K sold.

Willis Johnson & Associates first reported a position in SPYM in Q2 2024 and held it in 6 quarters. The position peaked at $496K in Q2 2024. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Willis Johnson & Associates reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Willis Johnson & Associates sold 4,544 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $348K.
Willis Johnson & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and held it in 6 quarters.
Willis Johnson & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $496K in Q2 2024.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.