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

Aspen Wealth Strategies’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	$3.12M	Buy	35,468 +2,919	+9%	+$249K	1.51%	16
2026 Q1	$2.49M	Buy	32,549 +2,237	+7%	+$179K	1.33%	17
2025 Q4	$2.43M	Buy	30,312 +27,554	+999%	+$2.19M	1.33%	19
2025 Q3	$216K	Buy	+2,758	New	+$208K	0.12%	84

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

Aspen Wealth Strategies's SPYM Position: Q2 2026 in Review

Aspen Wealth Strategies increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9% in Q2 2026, buying an estimated $249K and bringing the position to 35,468 shares worth $3.12M. The position accounts for 1.51% of the portfolio, ranked #16.

Aspen Wealth Strategies first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Aspen Wealth Strategies held 35,468 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.12M as of Q2 2026.
Aspen Wealth Strategies bought 2,919 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $249K.
State Street SPDR Portfolio S&P 500 ETF made up 1.51% of Aspen Wealth Strategies's portfolio in Q2 2026, its #16 holding.
Aspen Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.