Asset One Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Asset One Wealth Management’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	$1.06M	Sell	11,969 -311	-3%	-$26.5K	0.11%	153
2026 Q1	$1.02M	Buy	12,280 +319	+3%	+$25.5K	0.11%	149
2025 Q4	$979K	Buy	+11,961	New	+$951K	0.13%	135

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 39.41% 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

Asset One Wealth Management's SPYM Position: Q2 2026 in Review

Asset One Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.5% in Q2 2026, selling an estimated $26.5K and leaving 11,969 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #153.

Asset One Wealth Management first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Asset One Wealth Management held 11,969 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.06M as of Q2 2026.
Asset One Wealth Management sold 311 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $26.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Asset One Wealth Management's portfolio in Q2 2026, its #153 holding.
Asset One Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.