AWC
SPYM

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

Adamsbrown Wealth Consultants’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 		$34.4M Buy
+390,890
New +$33.3M 6.48% 4

Other funds holding SPYM

GI
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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Adamsbrown Wealth Consultants's SPYM Position: Q2 2026 in Review

Adamsbrown Wealth Consultants opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 390,890 shares worth $34.4M. The stake represents 6.48% of the portfolio and ranks #4 among its holdings.

334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Adamsbrown Wealth Consultants held 390,890 shares of State Street SPDR Portfolio S&P 500 ETF worth $34.4M as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Adamsbrown Wealth Consultants position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 6.48% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #4 holding.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.