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

Adams 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 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	$9.97M	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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Adams Wealth Management's SPYM Position: Q1 2026 in Review

Adams Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.7% in Q1 2026, selling an estimated $144K and leaving 104,472 shares worth $8M. The position accounts for 1.76% of the portfolio, ranked #13.

Adams Wealth Management first reported a position in SPYM in Q3 2022 and has held it in 15 quarters since. The position peaked at $20.2M in Q4 2022. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Adams Wealth Management held 104,472 shares of State Street SPDR Portfolio S&P 500 ETF worth $8M as of Q1 2026.
Adams Wealth Management sold 1,797 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $144K.
State Street SPDR Portfolio S&P 500 ETF made up 1.76% of Adams Wealth Management's portfolio in Q1 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 15 quarters since.
Adams Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $20.2M in Q4 2022.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.