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

Abound 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	$10.6M	Buy	120,207 +18,018	+18%	+$1.54M	2.1%	14
2026 Q1	$7.82M	Buy	102,189 +27,927	+38%	+$2.23M	1.78%	14
2025 Q4	$5.96M	Buy	74,262 +10,390	+16%	+$826K	1.4%	16
2025 Q3	$5M	Buy	63,872 +9,857	+18%	+$744K	1.25%	17
2025 Q2	$3.93M	Sell	54,015 -1,885	-3%	-$127K	1.11%	17
2025 Q1	$3.68M	Buy	55,900 +28,130	+101%	+$1.95M	1.23%	15
2024 Q4	$1.91M	Buy	27,770 +3,456	+14%	+$240K	0.61%	24
2024 Q3	$1.64M	Buy	24,314 +34	+0.1%	+$2.21K	0.55%	25
2024 Q2	$1.55M	Buy	24,280 +3,639	+18%	+$224K	0.57%	24
2024 Q1	$1.27M	Sell	20,641 -9	-0%	-$527	0.48%	26
2023 Q4	$1.15M	Buy	+20,650	New	+$1.08M	0.46%	26
2023 Q1	–	Sell	-953	Closed	-$42.9K	–	746
2022 Q4	$42.9K	Sell	953 -910	-49%	-$41.1K	0.02%	127
2022 Q3	$78.3K	Buy	+1,863	New	+$87K	0.04%	74

Other funds holding SPYM

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Abound Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q2 2026, buying an estimated $1.54M and bringing the position to 120,207 shares worth $10.6M. The position accounts for 2.1% of the portfolio, ranked #14.

Abound Wealth Management first reported a position in SPYM in Q3 2022 and has held it in 13 quarters since. 382 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Abound Wealth Management held 120,207 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.6M as of Q2 2026.
Abound Wealth Management bought 18,018 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.54M.
State Street SPDR Portfolio S&P 500 ETF made up 2.1% of Abound Wealth Management's portfolio in Q2 2026, its #14 holding.
Abound Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 13 quarters since.
382 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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