4Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

4Wealth Advisors’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	$1.22M	Sell	13,945 -19	-0.1%	-$1.62K	0.93%	31
2026 Q1	$1.04M	Sell	13,964 -137	-1%	-$11K	0.89%	31
2025 Q4	$1.13M	Buy	14,101 +240	+2%	+$19.1K	0.97%	28
2025 Q3	$1.09M	Buy	13,861 +5,107	+58%	+$385K	0.97%	28
2025 Q2	$636K	Buy	8,754 +1,404	+19%	+$94.4K	0.65%	52
2025 Q1	$483K	Sell	7,350 -1,303	-15%	-$90.1K	0.53%	66
2024 Q4	$597K	Buy	+8,653	New	+$600K	0.6%	52

Other funds holding SPYM

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

4Wealth Advisors's SPYM Position: Q2 2026 in Review

4Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.14% in Q2 2026, selling an estimated $1.62K and leaving 13,945 shares worth $1.22M. The position accounts for 0.93% of the portfolio, ranked #31.

4Wealth Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

4Wealth Advisors held 13,945 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.22M as of Q2 2026.
4Wealth Advisors sold 19 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.62K.
State Street SPDR Portfolio S&P 500 ETF made up 0.93% of 4Wealth Advisors's portfolio in Q2 2026, its #31 holding.
4Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.