AWA
SPYM

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
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 1.46% 10
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
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

Arete Wealth Advisors's SPYM Position: Q1 2026 in Review

Arete Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q1 2026, buying an estimated $4.14M and bringing the position to 351,387 shares worth $26.9M. The position accounts for 2.01% of the portfolio, ranked #9.

Arete Wealth Advisors first reported a position in SPYM in Q2 2018 and has held it in 31 quarters since. The position peaked at $35.2M in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Arete Wealth Advisors held 351,387 shares of State Street SPDR Portfolio S&P 500 ETF worth $26.9M as of Q1 2026.
  • Arete Wealth Advisors bought 51,812 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4.14M.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.01% of Arete Wealth Advisors's portfolio in Q1 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 31 quarters since.
  • Arete Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $35.2M in Q3 2025.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.