49 Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

49 Wealth Management’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	$13.6M	Sell	155,008 -1,254,185	-89%	-$107M	2.6%	10
2026 Q1	$108M	Sell	1,409,193 -588,529	-29%	-$47.1M	8.07%	4
2025 Q4	$160M	Buy	1,997,722 +249,716	+14%	+$19.9M	13.04%	1
2025 Q3	$137M	Buy	1,748,006 +154,376	+10%	+$11.6M	12.91%	1
2025 Q2	$116M	Buy	1,593,630 +307,109	+24%	+$20.7M	12.33%	1
2025 Q1	$84.6M	Buy	1,286,521 +264,020	+26%	+$18.3M	10.19%	2
2024 Q4	$70.5M	Buy	1,022,501 +175,051	+21%	+$12.1M	10.05%	1
2024 Q3	$57.2M	Buy	847,450 +721,845	+575%	+$46.9M	9.32%	2
2024 Q2	$8.06M	Buy	+125,605	New	+$7.73M	1.59%	14

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

49 Wealth Management's SPYM Position: Q2 2026 in Review

49 Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 89% in Q2 2026, selling an estimated $107M and leaving 155,008 shares worth $13.6M. The position accounts for 2.6% of the portfolio, ranked #10.

49 Wealth Management first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. The position peaked at $160M in Q4 2025. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

49 Wealth Management held 155,008 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.6M as of Q2 2026.
49 Wealth Management sold 1,254,185 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $107M.
State Street SPDR Portfolio S&P 500 ETF made up 2.6% of 49 Wealth Management's portfolio in Q2 2026, its #10 holding.
49 Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
49 Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $160M in Q4 2025.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.