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

Alaska Wealth Advisors’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	$7.28M	Buy	82,873 +16,509	+25%	+$1.41M	0.79%	20
2026 Q1	$5.08M	Buy	66,364 +12,814	+24%	+$1.02M	0.61%	23
2025 Q4	$4.3M	Buy	53,550 +6,291	+13%	+$500K	0.55%	22
2025 Q3	$3.7M	Sell	47,259 -550	-1%	-$41.5K	0.48%	24
2025 Q2	$3.48M	Buy	47,809 +3,402	+8%	+$229K	0.5%	24
2025 Q1	$2.92M	Buy	44,407 +2,179	+5%	+$151K	0.46%	24
2024 Q4	$2.91M	Buy	42,228 +289	+0.7%	+$20K	0.45%	24
2024 Q3	$2.83M	Sell	41,939 -1,704	-4%	-$111K	0.42%	26
2024 Q2	$2.79M	Sell	43,643 -1,935	-4%	-$119K	0.43%	27
2024 Q1	$2.8M	Sell	45,578 -532	-1%	-$31.2K	0.42%	26
2023 Q4	$2.58M	Buy	46,110 +7,062	+18%	+$370K	0.43%	25
2023 Q3	$1.96M	Sell	39,048 -989	-2%	-$51.7K	0.31%	25
2023 Q2	$2.09M	Buy	+40,037	New	+$1.98M	0.33%	24

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

Alaska Wealth Advisors's SPYM Position: Q2 2026 in Review

Alaska Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 25% in Q2 2026, buying an estimated $1.41M and bringing the position to 82,873 shares worth $7.28M. The position accounts for 0.79% of the portfolio, ranked #20.

Alaska Wealth Advisors first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Alaska Wealth Advisors held 82,873 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.28M as of Q2 2026.
Alaska Wealth Advisors bought 16,509 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.41M.
State Street SPDR Portfolio S&P 500 ETF made up 0.79% of Alaska Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Alaska Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.