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

Advocacy Wealth Management Services’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	$508M	Buy	5,775,658 +1,792,918	+45%	+$153M	18.44%	1
2026 Q1	$305M	Buy	3,982,740 +733,087	+23%	+$58.6M	13.48%	1
2025 Q4	$261M	Buy	3,249,653 +135,681	+4%	+$10.8M	10.91%	1
2025 Q3	$244M	Buy	3,113,972 +6,075	+0.2%	+$458K	10.59%	1
2025 Q2	$226M	Sell	3,107,897 -824,195	-21%	-$55.4M	13.86%	1
2025 Q1	$259M	Sell	3,932,092 -362,593	-8%	-$25.1M	17.61%	1
2024 Q4	$296M	Sell	4,294,685 -462,930	-10%	-$32.1M	22.51%	1
2024 Q3	$321M	Sell	4,757,615 -295,912	-6%	-$19.2M	25.21%	1
2024 Q2	$323M	Sell	5,053,527 -270,788	-5%	-$16.7M	26.69%	1
2024 Q1	$328M	Buy	5,324,315 +3,341,587	+169%	+$196M	28.16%	1
2023 Q4	$111M	Buy	+1,982,728	New	+$104M	10.52%	1

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Advocacy Wealth Management Services's SPYM Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 45% in Q2 2026, buying an estimated $153M and bringing the position to 5,775,658 shares worth $508M. The position accounts for 18.44% of the portfolio, ranked #1.

Advocacy Wealth Management Services first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Advocacy Wealth Management Services held 5,775,658 shares of State Street SPDR Portfolio S&P 500 ETF worth $508M as of Q2 2026.
Advocacy Wealth Management Services bought 1,792,918 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $153M.
State Street SPDR Portfolio S&P 500 ETF made up 18.44% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #1 holding.
Advocacy Wealth Management Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.