Adams Wealth Management’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
$9.28M Buy
105,611
+1,139
+1% +$97.2K 1.78% 13
2026
Q1
$8M Sell
104,472
-1,797
-2% -$144K 1.76% 13
2025
Q4
$8.52M Sell
106,269
-9,895
-9% -$787K 1.82% 11
2025
Q3
$9.1M Sell
116,164
-86,841
-43% -$6.55M 1.95% 9
2025
Q2
$14.8M Buy
203,005
+39,331
+24% +$2.64M 2.81% 6
2025
Q1
$10.8M Sell
163,674
-43
-0% -$2.97K 2.11% 10
2024
Q4
$11.3M Buy
163,717
+1,796
+1% +$124K 2.16% 11
2024
Q3
$10.9M Buy
161,921
+6,097
+4% +$397K 2.35% 11
2024
Q2
$10M Buy
155,824
+19,110
+14% +$1.18M 2.3% 10
2024
Q1
$8.41M Sell
136,714
-12,329
-8% -$722K 2.05% 13
2023
Q4
$8.33M Sell
149,043
-181,194
-55% -$9.49M 2.46% 12
2023
Q3
$16.6M Buy
330,237
+19,627
+6% +$1.03M 5.63% 3
2023
Q2
$16.2M Sell
310,610
-35,079
-10% -$1.73M 5.05% 3
2023
Q1
$16.6M Sell
345,689
-103,891
-23% -$4.87M 5.37% 3
2022
Q4
$20.2M Buy
449,580
+295,493
+192% +$13.4M 7.14% 3
2022
Q3
$6.47M Buy
+154,087
New +$7.2M 2.42% 8

Other funds holding SPYM

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

Adams Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.1% in Q2 2026, buying an estimated $97.2K and bringing the position to 105,611 shares worth $9.28M. The position accounts for 1.78% of the portfolio, ranked #13.

Adams Wealth Management first reported a position in SPYM in Q3 2022 and has held it in 16 quarters since. The position peaked at $20.2M in Q4 2022. 1,738 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Adams Wealth Management held 105,611 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.28M as of Q2 2026.
  • Adams Wealth Management bought 1,139 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $97.2K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.78% of Adams Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Adams Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • Adams Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $20.2M in Q4 2022.
  • 1,738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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