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

AMJ Financial 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 Q2	$1.02M	Hold	13,305	–	–	0.24%	53
2026 Q1	$1.02M	Buy	13,305 +213	+2%	+$17K	0.24%	53
2025 Q4	$1.05M	Buy	13,092 +587	+5%	+$46.7K	0.25%	60
2025 Q3	$980K	Sell	12,505 -262	-2%	-$19.8K	0.23%	54
2025 Q2	$928K	Buy	+12,767	New	+$859K	0.23%	55
2021 Q1	–	Sell	-16,457	Closed	-$723K	–	96
2020 Q4	$723K	Buy	16,457 +774	+5%	+$32.3K	0.37%	48
2020 Q3	$617K	Buy	15,683 +3,531	+29%	+$137K	0.36%	44
2020 Q2	$441K	Buy	12,152 +31	+0.3%	+$1.07K	0.3%	48
2020 Q1	$367K	Buy	12,121 +1,922	+19%	+$69K	0.64%	22
2019 Q4	$386K	Buy	+10,199	New	+$369K	0.27%	51

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

AMJ Financial Wealth Management's SPYM Position: Q2 2026 in Review

AMJ Financial Wealth Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 13,305 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #53.

AMJ Financial Wealth Management first reported a position in SPYM in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

AMJ Financial Wealth Management held 13,305 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.02M as of Q2 2026.
AMJ Financial Wealth Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.24% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #53 holding.
AMJ Financial Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 10 quarters since.
AMJ Financial Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.05M in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.