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

Avidian Wealth Enterprises’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	$85.5M	Sell	973,176 -77,147	-7%	-$6.58M	2.37%	7
2026 Q1	$80.4M	Buy	1,050,323 +16,641	+2%	+$1.33M	2.54%	7
2025 Q4	$82.9M	Sell	1,033,682 -5,551	-0.5%	-$441K	3.02%	4
2025 Q3	$81.4M	Buy	1,039,233 +275,942	+36%	+$20.8M	3.07%	4
2025 Q2	$55.5M	Sell	763,291 -222,505	-23%	-$15M	2.26%	8
2025 Q1	$64.8M	Buy	985,796 +145,555	+17%	+$10.1M	2.89%	5
2024 Q4	$57.9M	Buy	840,241 +8,601	+1%	+$596K	2.6%	7
2024 Q3	$56.1M	Sell	831,640 -108,125	-12%	-$7.03M	2.55%	7
2024 Q2	$60.1M	Sell	939,765 -108,021	-10%	-$6.65M	2.5%	5
2024 Q1	$64.5M	Buy	1,047,786 +128,389	+14%	+$7.52M	3.13%	5
2023 Q4	$51.4M	Buy	919,397 +232,942	+34%	+$12.2M	3.16%	5
2023 Q3	$34.5M	Buy	686,455 +68,398	+11%	+$3.58M	2.43%	6
2023 Q2	$32.2M	Buy	618,057 +109,745	+22%	+$5.42M	2.11%	7
2023 Q1	$24.5M	Buy	508,312 +353,984	+229%	+$16.6M	1.34%	14
2022 Q4	$6.94M	Buy	154,328 +15,170	+11%	+$686K	0.45%	46
2022 Q3	$5.84M	Buy	139,158 +37,471	+37%	+$1.75M	0.42%	49
2022 Q2	$4.51M	Buy	101,687 +23,490	+30%	+$1.13M	0.32%	62
2022 Q1	$4.16M	Buy	78,197 +36,250	+86%	+$1.9M	0.25%	76
2021 Q4	$2.34M	Buy	+41,947	New	+$2.27M	0.15%	109

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

Avidian Wealth Enterprises's SPYM Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.3% in Q2 2026, selling an estimated $6.58M and leaving 973,176 shares worth $85.5M. The position accounts for 2.37% of the portfolio, ranked #7.

Avidian Wealth Enterprises first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Avidian Wealth Enterprises held 973,176 shares of State Street SPDR Portfolio S&P 500 ETF worth $85.5M as of Q2 2026.
Avidian Wealth Enterprises sold 77,147 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.58M.
State Street SPDR Portfolio S&P 500 ETF made up 2.37% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #7 holding.
Avidian Wealth Enterprises first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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