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

Accurate 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	$1.24M	Sell	14,016 -2,150	-13%	-$183K	0.12%	192
2026 Q1	$1.29M	Buy	16,166 +3,365	+26%	+$269K	0.16%	148
2025 Q4	$1.04M	Sell	12,801 -170	-1%	-$13.5K	0.13%	174
2025 Q3	$1.01M	Buy	12,971 +1,815	+16%	+$137K	0.13%	163
2025 Q2	$819K	Buy	11,156 +532	+5%	+$35.8K	0.13%	180
2025 Q1	$657K	Sell	10,624 -660	-6%	-$45.6K	0.13%	168
2024 Q4	$781K	Sell	11,284 -642	-5%	-$44.5K	0.15%	148
2024 Q3	$819K	Buy	11,926 +236	+2%	+$15.3K	0.16%	135
2024 Q2	$770K	Sell	11,690 -2,024	-15%	-$125K	0.18%	119
2024 Q1	$799K	Buy	13,714 +487	+4%	+$28.5K	0.23%	97
2023 Q4	$741K	Sell	13,227 -2,026	-13%	-$106K	0.23%	98
2023 Q3	$779K	Buy	15,253 +3,223	+27%	+$169K	0.24%	93
2023 Q2	$636K	Buy	12,030 +1,909	+19%	+$94.2K	0.2%	111
2023 Q1	$487K	Buy	10,121 +2,639	+35%	+$124K	0.17%	137
2022 Q4	$342K	Sell	7,482 -8,704	-54%	-$393K	0.13%	146
2022 Q3	$699K	Buy	16,186 +7,512	+87%	+$351K	0.29%	67
2022 Q2	$396K	Buy	8,674 +341	+4%	+$16.4K	0.22%	92
2022 Q1	$443K	Buy	8,333 +2,044	+33%	+$107K	0.2%	98
2021 Q4	$328K	Hold	6,289	–	–	0.27%	102
2021 Q3	$328K	Sell	6,289 -223	-3%	-$11.6K	0.29%	99
2021 Q2	$328K	Buy	+6,512	New	+$320K	0.29%	86

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

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 $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

Accurate Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, selling an estimated $183K and leaving 14,016 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #192.

Accurate Wealth Management first reported a position in SPYM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.29M in Q1 2026. 701 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Accurate Wealth Management held 14,016 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.24M as of Q2 2026.
Accurate Wealth Management sold 2,150 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $183K.
State Street SPDR Portfolio S&P 500 ETF made up 0.12% of Accurate Wealth Management's portfolio in Q2 2026, its #192 holding.
Accurate Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
Accurate Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.29M in Q1 2026.
701 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.