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

Arete 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	$34.4M	Buy	391,035 +39,648	+11%	+$3.38M	2.27%	9
2026 Q1	$26.9M	Buy	351,387 +51,812	+17%	+$4.14M	2.01%	9
2025 Q4	$24M	Sell	299,575 -148,860	-33%	-$11.8M	1.67%	11
2025 Q3	$35.2M	Buy	448,435 +273,331	+156%	+$20.6M	2.2%	5
2025 Q2	$12.7M	Buy	175,104 +34,808	+25%	+$2.34M	0.9%	21
2025 Q1	$9.23M	Buy	140,296 +59,132	+73%	+$4.09M	0.7%	33
2024 Q4	$5.6M	Buy	81,164 +30,640	+61%	+$2.12M	0.4%	52
2024 Q3	$3.4M	Sell	50,524 -107,403	-68%	-$6.98M	0.29%	75
2024 Q2	$10.1M	Buy	157,927 +4,179	+3%	+$257K	0.83%	22
2024 Q1	$9.46M	Buy	153,748 +64,335	+72%	+$3.77M	0.87%	19
2023 Q4	$5M	Buy	89,413 +28,790	+47%	+$1.51M	0.38%	52
2023 Q3	$3.05M	Sell	60,623 -25,342	-29%	-$1.33M	0.53%	40
2023 Q2	$4.48M	Sell	85,965 -32,191	-27%	-$1.59M	0.4%	56
2023 Q1	$5.69M	Buy	+118,156	New	+$5.54M	0.46%	47
2022 Q4	–	Sell	-109,405	Closed	-$4.59M	–	701
2022 Q3	$4.59M	Buy	109,405 +100,020	+1,066%	+$4.67M	0.45%	49
2022 Q2	$416K	Sell	9,385 -189,675	-95%	-$9.14M	0.04%	276
2022 Q1	$10.6M	Sell	199,060 -22,392	-10%	-$1.17M	0.89%	25
2021 Q4	$12.4M	Buy	221,452 +8,940	+4%	+$483K	1.06%	23
2021 Q3	$10.7M	Buy	212,512 +12,723	+6%	+$660K	1.18%	19
2021 Q2	$4.77M	Buy	199,789 +14,875	+8%	+$730K	0.67%	34
2021 Q1	$8.62M	Sell	184,914 -603	-0.3%	-$27.3K	1.1%	17
2020 Q4	$8.1M	Buy	185,517 +41,098	+28%	+$1.71M	1.15%	17
2020 Q3	$5.66M	Buy	144,419 +19,027	+15%	+$741K	0.85%	24
2020 Q2	$4.54M	Buy	125,392 +77,558	+162%	+$2.67M	0.79%	24
2020 Q1	$1.45M	Sell	47,834 -42,654	-47%	-$1.53M	0.28%	85
2019 Q4	$3.42M	Sell	90,488 -2,659	-3%	-$96.1K	0.59%	35
2019 Q3	$3.25M	Buy	93,147 +1,634	+2%	+$56.8K	0.62%	32
2019 Q2	$3.16M	Buy	91,513 +8,741	+11%	+$296K	0.61%	37
2019 Q1	$2.75M	Sell	82,772 -801	-1%	-$25.6K	0.57%	39
2018 Q4	$2.44M	Sell	83,573 -1,412	-2%	-$44.5K	0.59%	45
2018 Q3	$2.9M	Sell	84,985 -13,088	-13%	-$438K	0.64%	39
2018 Q2	$3.13M	Buy	+98,073	New	+$3.11M	0.75%	28

Other funds holding SPYM

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

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

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

Arete Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q2 2026, buying an estimated $3.38M and bringing the position to 391,035 shares worth $34.4M. The position accounts for 2.27% of the portfolio, ranked #9.

Arete Wealth Advisors first reported a position in SPYM in Q2 2018 and has held it in 32 quarters since. The position peaked at $35.2M in Q3 2025. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Arete Wealth Advisors held 391,035 shares of State Street SPDR Portfolio S&P 500 ETF worth $34.4M as of Q2 2026.
Arete Wealth Advisors bought 39,648 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.38M.
State Street SPDR Portfolio S&P 500 ETF made up 2.27% of Arete Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Arete Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 32 quarters since.
Arete Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $35.2M in Q3 2025.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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