ZF
SPYM

Zhang Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Zhang Financial’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 		$278K Sell
3,168
-823
-21% -$70.2K 0.01% 343
2026
Q1 		$306K Buy
3,991
+3
+0.1% +$240 0.01% 304
2025
Q4 		$320K Buy
+3,988
New +$317K 0.01% 264

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GT
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
GI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Zhang Financial's SPYM Position: Q2 2026 in Review

Zhang Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 21% in Q2 2026, selling an estimated $70.2K and leaving 3,168 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #343.

Zhang Financial first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $320K in Q4 2025. 950 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Zhang Financial held 3,168 shares of State Street SPDR Portfolio S&P 500 ETF worth $278K as of Q2 2026.
  • Zhang Financial sold 823 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $70.2K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #343 holding.
  • Zhang Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Zhang Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $320K in Q4 2025.
  • 950 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.