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

Avion Wealth’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	$7K	Buy	86 +40	+87%	+$3.41K	﹤0.01%	714
2026 Q1	$3K	Hold	46	–	–	﹤0.01%	816
2025 Q4	$3K	Hold	46	–	–	﹤0.01%	817
2025 Q3	$3K	Hold	46	–	–	﹤0.01%	792
2025 Q2	$3K	Hold	46	–	–	﹤0.01%	749
2025 Q1	$3K	Hold	46	–	–	﹤0.01%	669
2024 Q4	$3K	Hold	46	–	–	﹤0.01%	666
2024 Q3	$3K	Hold	46	–	–	﹤0.01%	639
2024 Q2	$2K	Buy	+46	New	+$2.83K	﹤0.01%	650

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

Avion Wealth's SPYM Position: Q2 2026 in Review

Avion Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 87% in Q2 2026, buying an estimated $3.41K and bringing the position to 86 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Avion Wealth first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Avion Wealth held 86 shares of State Street SPDR Portfolio S&P 500 ETF worth $7K as of Q2 2026.
Avion Wealth bought 40 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.41K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #714 holding.
Avion Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.