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

ARQ 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	$10.7M	Buy	121,370 +10,941	+10%	+$933K	1.32%	24
2026 Q1	$8.45M	Buy	110,429 +1,163	+1%	+$93K	1.52%	20
2025 Q4	$8.77M	Buy	109,266 +6,869	+7%	+$546K	2.37%	15
2025 Q3	$8.02M	Sell	102,397 -18,914	-16%	-$1.43M	2.37%	15
2025 Q2	$7.98M	Hold	121,311	–	–	2.74%	12
2025 Q1	$7.98M	Buy	121,311 +5,723	+5%	+$396K	2.96%	11
2024 Q4	$7.97M	Buy	115,588 +688	+0.6%	+$47.7K	3.03%	11
2024 Q3	$7.62M	Buy	114,900 +14,165	+14%	+$921K	2.88%	12
2024 Q2	$6.45M	Buy	100,735 +2,266	+2%	+$140K	2.79%	13
2024 Q1	$6.06M	Buy	98,469 +3,105	+3%	+$182K	2.63%	14
2023 Q4	$5.33M	Sell	95,364 -3,512	-4%	-$184K	3.17%	12
2023 Q3	$4.97M	Sell	98,876 -15,234	-13%	-$797K	3.72%	10
2023 Q2	$5.95M	Sell	114,110 -8,741	-7%	-$431K	3.86%	10
2023 Q1	$5.92M	Buy	122,851 +1,975	+2%	+$92.7K	4.35%	8
2022 Q4	$5.44M	Buy	120,876 +12,980	+12%	+$587K	3.55%	13
2022 Q3	$4.53M	Buy	107,896 +1,738	+2%	+$81.2K	3.5%	12
2022 Q2	$4.71M	Buy	106,158 +7,705	+8%	+$371K	3.37%	14
2022 Q1	$5.23M	Buy	98,453 +15,451	+19%	+$809K	3.52%	12
2021 Q4	$4.63M	Sell	83,002 -7,006	-8%	-$378K	3.29%	13
2021 Q3	$4.54M	Sell	90,008 -117,380	-57%	-$6.09M	2.92%	14
2021 Q2	$10.4M	Sell	207,388 -76,460	-27%	-$3.75M	6.69%	5
2021 Q1	$13.2M	Buy	283,848 +6,643	+2%	+$301K	8.56%	2
2020 Q4	$12.2M	Buy	277,205 +50,113	+22%	+$2.09M	7.66%	3
2020 Q3	$8.94M	Sell	227,092 -3,115	-1%	-$121K	8.61%	2
2020 Q2	$8.35M	Buy	230,207 +2,603	+1%	+$89.5K	8.11%	2
2020 Q1	$6.88M	Buy	+227,604	New	+$8.17M	7.83%	2

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

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

ARQ Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.9% in Q2 2026, buying an estimated $933K and bringing the position to 121,370 shares worth $10.7M. The position accounts for 1.32% of the portfolio, ranked #24.

ARQ Wealth Advisors first reported a position in SPYM in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.2M in Q1 2021. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

ARQ Wealth Advisors held 121,370 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.7M as of Q2 2026.
ARQ Wealth Advisors bought 10,941 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $933K.
State Street SPDR Portfolio S&P 500 ETF made up 1.32% of ARQ Wealth Advisors's portfolio in Q2 2026, its #24 holding.
ARQ Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
ARQ Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $13.2M in Q1 2021.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.