AWM
SPYM

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

Athena 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 		$1.08M Buy
12,237
+56
+0.5% +$4.78K 0.8% 29
2026
Q1 		$932K Sell
12,181
-256
-2% -$20.5K 0.76% 38
2025
Q4 		$998K Buy
+12,437
New +$989K 0.97% 16

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Athena Wealth Management's SPYM Position: Q2 2026 in Review

Athena Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.46% in Q2 2026, buying an estimated $4.78K and bringing the position to 12,237 shares worth $1.08M. The position accounts for 0.8% of the portfolio, ranked #29.

Athena Wealth Management first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Athena Wealth Management held 12,237 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.08M as of Q2 2026.
  • Athena Wealth Management bought 56 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.78K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.8% of Athena Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Athena 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.
  • 489 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.