A4 Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

A4 Wealth 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	$1.13M	Sell	12,847 -12,524	-49%	-$1.07M	0.75%	31
2026 Q1	$1.94M	Sell	25,371 -12,988	-34%	-$1.04M	1.59%	15
2025 Q4	$3.08M	Sell	38,359 -14,361	-27%	-$1.14M	2.66%	8
2025 Q3	$4.13M	Buy	+52,720	New	+$3.98M	3.48%	2

Other funds holding SPYM

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

A4 Wealth Advisors's SPYM Position: Q2 2026 in Review

A4 Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 49% in Q2 2026, selling an estimated $1.07M and leaving 12,847 shares worth $1.13M. The position accounts for 0.75% of the portfolio, ranked #31.

A4 Wealth Advisors first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.13M in Q3 2025. 1,113 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

A4 Wealth Advisors held 12,847 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.13M as of Q2 2026.
A4 Wealth Advisors sold 12,524 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.07M.
State Street SPDR Portfolio S&P 500 ETF made up 0.75% of A4 Wealth Advisors's portfolio in Q2 2026, its #31 holding.
A4 Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
A4 Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.13M in Q3 2025.
1,113 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.