ZEGA Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

ZEGA Investments’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	$2.14M	Buy	24,357 +4,639	+24%	+$396K	0.22%	60
2026 Q1	$1.51M	Buy	19,718 +104	+0.5%	+$8.32K	0.17%	72
2025 Q4	$1.57M	Buy	19,614 +4,637	+31%	+$369K	0.19%	61
2025 Q3	$1.17M	Buy	14,977 +297	+2%	+$22.4K	0.16%	70
2025 Q2	$1.07M	Buy	14,680 +4,893	+50%	+$329K	0.15%	78
2025 Q1	$644K	Buy	+9,787	New	+$677K	0.1%	90

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

ZEGA Investments's SPYM Position: Q2 2026 in Review

ZEGA Investments increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 24% in Q2 2026, buying an estimated $396K and bringing the position to 24,357 shares worth $2.14M. The position accounts for 0.22% of the portfolio, ranked #60.

ZEGA Investments first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

ZEGA Investments held 24,357 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.14M as of Q2 2026.
ZEGA Investments bought 4,639 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $396K.
State Street SPDR Portfolio S&P 500 ETF made up 0.22% of ZEGA Investments's portfolio in Q2 2026, its #60 holding.
ZEGA Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.