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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$876K Buy
9,972
+2,218
+29% +$189K 0.06% 143
2026
Q1
$593K Buy
7,754
+2
+0% +$160 0.09% 134
2025
Q4
$622K Hold
7,752
0.11% 120
2025
Q3
$607K Sell
7,752
-798
-9% -$60.2K 0.1% 118
2025
Q2
$621K Hold
8,550
0.12% 117
2025
Q1
$562K Hold
8,550
0.12% 114
2024
Q4
$589K Buy
+8,550
New +$593K 0.13% 108

Other funds holding SPYM

Abundance Wealth Counselors's SPYM Position: Q2 2026 in Review

Abundance Wealth Counselors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 29% in Q2 2026, buying an estimated $189K and bringing the position to 9,972 shares worth $876K. The position accounts for 0.06% of the portfolio, ranked #143.

Abundance Wealth Counselors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 554 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Abundance Wealth Counselors held 9,972 shares of State Street SPDR Portfolio S&P 500 ETF worth $876K as of Q2 2026.
  • Abundance Wealth Counselors bought 2,218 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $189K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Abundance Wealth Counselors's portfolio in Q2 2026, its #143 holding.
  • Abundance Wealth Counselors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 554 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.