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

Avior 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	$992K	Sell	11,289 -18	-0.2%	-$1.54K	0.03%	363
2026 Q1	$865K	Sell	11,307 -1,448	-11%	-$116K	0.02%	392
2025 Q4	$1.02M	Buy	12,755 +689	+6%	+$54.8K	0.03%	306
2025 Q3	$945K	Sell	12,066 -1,852	-13%	-$140K	0.03%	314
2025 Q2	$1.01M	Sell	13,918 -474	-3%	-$31.9K	0.04%	279
2025 Q1	$946K	Sell	14,392 -1,405	-9%	-$97.2K	0.04%	276
2024 Q4	$1.09M	Buy	15,797 +2,567	+19%	+$178K	0.04%	271
2024 Q3	$893K	Sell	13,230 -422	-3%	-$27.4K	0.04%	311
2024 Q2	$874K	Sell	13,652 -4,462	-25%	-$275K	0.04%	300
2024 Q1	$1.11M	Buy	18,114 +5,375	+42%	+$315K	0.05%	262
2023 Q4	$712K	Sell	12,739 -609	-5%	-$31.9K	0.04%	265
2023 Q3	$671K	Sell	13,348 -1,122	-8%	-$58.7K	0.05%	266
2023 Q2	$754K	Sell	14,470 -4,177	-22%	-$206K	0.05%	249
2023 Q1	$898K	Sell	18,647 -776	-4%	-$36.4K	0.06%	219
2022 Q4	$874K	Sell	19,423 -5,770	-23%	-$261K	0.07%	204
2022 Q3	$1.06M	Sell	25,193 -2,390	-9%	-$112K	0.09%	160
2022 Q2	$1.22M	Sell	27,583 -557	-2%	-$26.8K	0.12%	128
2022 Q1	$1.5M	Sell	28,140 -2,887	-9%	-$151K	0.13%	126
2021 Q4	$1.73M	Sell	31,027 -2,601	-8%	-$140K	0.14%	118
2021 Q3	$1.7M	Sell	33,628 -1,751	-5%	-$90.8K	0.14%	125
2021 Q2	$1.82M	Sell	35,379 -5,444	-13%	-$267K	0.18%	113
2021 Q1	$1.9M	Buy	40,823 +2,919	+8%	+$132K	0.2%	109
2020 Q4	$1.67M	Sell	37,904 -1,920	-5%	-$80.1K	0.21%	104
2020 Q3	$1.57M	Sell	39,824 -2,699	-6%	-$105K	0.22%	101
2020 Q2	$1.54M	Sell	42,523 -3,248	-7%	-$112K	0.24%	104
2020 Q1	$1.38M	Sell	45,771 -1,764	-4%	-$63.3K	0.27%	96
2019 Q4	$1.8M	Sell	47,535 -1,754	-4%	-$63.4K	0.29%	90
2019 Q3	$1.72M	Buy	49,289 +7,514	+18%	+$261K	0.3%	91
2019 Q2	$1.44M	Buy	41,775 +6,622	+19%	+$224K	0.26%	96
2019 Q1	$1.17M	Buy	35,153 +9,125	+35%	+$291K	0.25%	97
2018 Q4	$760K	Buy	26,028 +4,362	+20%	+$138K	0.18%	118
2018 Q3	$738K	Buy	21,666 +112	+0.5%	+$3.74K	0.16%	126
2018 Q2	$687K	Buy	21,554 +15,367	+248%	+$488K	0.15%	132
2018 Q1	$191K	Buy	+6,187	New	+$198K	0.04%	327

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

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

Avior Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.16% in Q2 2026, selling an estimated $1.54K and leaving 11,289 shares worth $992K. The position accounts for 0.03% of the portfolio, ranked #363.

Avior Wealth Management first reported a position in SPYM in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.9M in Q1 2021. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Avior Wealth Management held 11,289 shares of State Street SPDR Portfolio S&P 500 ETF worth $992K as of Q2 2026.
Avior Wealth Management sold 18 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.54K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #363 holding.
Avior Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
Avior Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.9M in Q1 2021.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.