ARA
SPYM

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

Approach Retirement 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 		$466K Sell
5,304
-1
-0% -$85 0.34% 51
2026
Q1 		$406K Hold
5,305
– – 0.34% 53
2025
Q4 		$426K Buy
+5,305
New +$422K 0.37% 50

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Approach Retirement Advisors's SPYM Position: Q2 2026 in Review

Approach Retirement Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.02% in Q2 2026, selling an estimated $85 and leaving 5,304 shares worth $466K. The position accounts for 0.34% of the portfolio, ranked #51.

Approach Retirement Advisors first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 1,070 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Approach Retirement Advisors held 5,304 shares of State Street SPDR Portfolio S&P 500 ETF worth $466K as of Q2 2026.
  • Approach Retirement Advisors sold 1 State Street SPDR Portfolio S&P 500 ETF share in Q2 2026, an estimated $85.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.34% of Approach Retirement Advisors's portfolio in Q2 2026, its #51 holding.
  • Approach Retirement Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,070 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.