AWMG
SPYM

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

Alliance Wealth Management Group’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 		$10.4M Sell
135,851
-601
-0.4% -$48.1K 2.27% 15
2025
Q4 		$10.9M Sell
136,452
-3,341
-2% -$266K 2.4% 14
2025
Q3 		$11M Sell
139,793
-7,422
-5% -$560K 2.44% 14
2025
Q2 		$10.7M Buy
147,215
+844
+0.6% +$56.8K 2.73% 13
2025
Q1 		$9.63M Sell
146,371
-2,596
-2% -$180K 2.59% 12
2024
Q4 		$10.3M Sell
148,967
-4,396
-3% -$305K 2.75% 11
2024
Q3 		$10.4M Sell
153,363
-25
-0% -$1.63K 2.76% 13
2024
Q2 		$9.82M Sell
153,388
-5,253
-3% -$323K 2.8% 11
2024
Q1 		$9.76M Sell
158,641
-3,413
-2% -$200K 2.86% 12
2023
Q4 		$9.06M Buy
+162,054
New +$8.49M 2.83% 13
2023
Q2 		$8.66M Sell
166,224
-4,554
-3% -$225K 2.81% 13
2023
Q1 		$8.22M Buy
170,778
+959
+0.6% +$45K 2.79% 13
2022
Q4 		$7.64M Sell
169,819
-3,857
-2% -$174K 2.79% 13
2022
Q3 		$7.29M Buy
173,676
+11,317
+7% +$528K 2.83% 12
2022
Q2 		$7.2M Buy
162,359
+173
+0.1% +$8.34K 2.66% 13
2022
Q1 		$8.62M Sell
162,186
-10,706
-6% -$561K 2.8% 13
2021
Q4 		$9.65M Buy
172,892
+322
+0.2% +$17.4K 2.99% 12
2021
Q3 		$8.71M Sell
172,570
-3,161
-2% -$164K 2.83% 13
2021
Q2 		$8.85M Sell
175,731
-4,569
-3% -$224K 2.94% 13
2021
Q1 		$8.4M Sell
180,300
-3,773
-2% -$171K 3.17% 12
2020
Q4 		$8.09M Sell
184,073
-6,610
-3% -$276K 3.19% 12
2020
Q3 		$7.5M Sell
190,683
-23,129
-11% -$901K 3.22% 12
2020
Q2 		$7.75M Buy
213,812
+21,971
+11% +$755K 3.54% 10
2020
Q1 		$5.8M Sell
191,841
-2,607
-1% -$93.5K 3.09% 10
2019
Q4 		$7.35M Sell
194,448
-1,430
-0.7% -$51.7K 3.28% 13
2019
Q3 		$6.83M Buy
195,878
+7,000
+4% +$243K 3.28% 13
2019
Q2 		$6.52M Sell
188,878
-8,220
-4% -$279K 3.2% 13
2019
Q1 		$6.55M Sell
197,098
-138
-0.1% -$4.41K 3.47% 10
2018
Q4 		$5.76M Sell
197,236
-2,382
-1% -$75.1K 3.44% 10
2018
Q3 		$6.8M Buy
199,618
+206
+0.1% +$6.89K 3.71% 9
2018
Q2 		$6.36M Buy
199,412
+7,567
+4% +$240K 3.68% 7
2018
Q1 		$5.94M Sell
191,845
-1,410
-0.7% -$45.1K 2.78% 12
2017
Q4 		$6.05M Buy
+193,255
New +$5.9M 3% 12

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alliance Wealth Management Group's SPYM Position: Q1 2026 in Review

Alliance Wealth Management Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.44% in Q1 2026, selling an estimated $48.1K and leaving 135,851 shares worth $10.4M. The position accounts for 2.27% of the portfolio, ranked #15.

Alliance Wealth Management Group first reported a position in SPYM in Q4 2017 and has held it in 33 quarters since. The position peaked at $11M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Alliance Wealth Management Group held 135,851 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.4M as of Q1 2026.
  • Alliance Wealth Management Group sold 601 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $48.1K.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.27% of Alliance Wealth Management Group's portfolio in Q1 2026, its #15 holding.
  • Alliance Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 33 quarters since.
  • Alliance Wealth Management Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $11M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.