Stonebridge Financial Group, LLC/CA’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$1.69M	Buy	+19,202	New	+$1.64M	0.23%	81

Other funds holding SPYM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ossiam Paris, France $7.54B AUM 50.81% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's SPYM Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 19,202 shares worth $1.69M. The stake represents 0.23% of the portfolio and ranks #81 among its holdings.

1,519 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 19,202 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.69M as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.23% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #81 holding.
1,519 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.