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

Atlas Private 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	$26.4M	Buy	300,403 +12,161	+4%	+$1.04M	5.78%	4
2026 Q1	$22.1M	Buy	288,242 +25,230	+10%	+$2.02M	5.19%	4
2025 Q4	$21.1M	Buy	263,012 +26,731	+11%	+$2.13M	4.93%	4
2025 Q3	$18.5M	Buy	236,281 +117,277	+99%	+$8.85M	4.53%	4
2025 Q2	$8.65M	Buy	119,004 +2,789	+2%	+$188K	1.11%	24
2025 Q1	$7.64M	Buy	116,215 +71,357	+159%	+$4.94M	1.07%	25
2024 Q4	$3.09M	Buy	44,858 +36,422	+432%	+$2.52M	0.44%	35
2024 Q3	$569K	Sell	8,436 -173	-2%	-$11.3K	0.08%	95
2024 Q2	$551K	Buy	8,609 +4,494	+109%	+$277K	0.09%	92
2024 Q1	$253K	Sell	4,115 -9,799	-70%	-$574K	0.08%	95
2023 Q4	$778K	Buy	13,914 +3,364	+32%	+$176K	0.14%	66
2023 Q3	$530K	Buy	+10,550	New	+$552K	0.1%	103

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

Atlas Private Wealth Advisors's SPYM Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.2% in Q2 2026, buying an estimated $1.04M and bringing the position to 300,403 shares worth $26.4M. The position accounts for 5.78% of the portfolio, ranked #4.

Atlas Private Wealth Advisors first reported a position in SPYM in Q3 2023 and has held it in 12 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Atlas Private Wealth Advisors held 300,403 shares of State Street SPDR Portfolio S&P 500 ETF worth $26.4M as of Q2 2026.
Atlas Private Wealth Advisors bought 12,161 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.04M.
State Street SPDR Portfolio S&P 500 ETF made up 5.78% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.