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

Axxcess 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	$14.1M	Buy	160,282 +2,847	+2%	+$243K	0.22%	94
2026 Q1	$12.1M	Buy	157,435 +76,680	+95%	+$6.13M	0.39%	61
2025 Q4	$6.48M	Sell	80,755 -19,331	-19%	-$1.54M	0.11%	172
2025 Q3	$7.84M	Buy	100,086 +67,660	+209%	+$5.1M	0.17%	110
2025 Q2	$2.36M	Buy	32,426 +11,884	+58%	+$799K	0.06%	256
2025 Q1	$1.35M	Sell	20,542 -4,437	-18%	-$307K	0.04%	326
2024 Q4	$1.72M	Sell	24,979 -2,828	-10%	-$196K	0.04%	307
2024 Q3	$1.88M	Sell	27,807 -9,377	-25%	-$610K	0.05%	278
2024 Q2	$2.38M	Buy	37,184 +5,395	+17%	+$332K	0.06%	223
2024 Q1	$1.96M	Sell	31,789 -3,700	-10%	-$217K	0.05%	256
2023 Q4	$1.98M	Sell	35,489 -3,880	-10%	-$203K	0.06%	250
2023 Q3	$1.98M	Buy	39,369 +27,592	+234%	+$1.44M	0.07%	211
2023 Q2	$614K	Sell	11,777 -4,702	-29%	-$232K	0.04%	303
2023 Q1	$793K	Buy	16,479 +161	+1%	+$7.55K	0.06%	273
2022 Q4	$734K	Sell	16,318 -1,828	-10%	-$82.6K	0.06%	283
2022 Q3	$762K	Sell	18,146 -2,497	-12%	-$117K	0.07%	239
2022 Q2	$915K	Buy	20,643 +3,388	+20%	+$163K	0.08%	202
2022 Q1	$917K	Buy	17,255 +2,161	+14%	+$113K	0.07%	235
2021 Q4	$843K	Buy	+15,094	New	+$815K	0.06%	246

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

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

Axxcess Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.8% in Q2 2026, buying an estimated $243K and bringing the position to 160,282 shares worth $14.1M. The position accounts for 0.22% of the portfolio, ranked #94.

Axxcess Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Axxcess Wealth Management held 160,282 shares of State Street SPDR Portfolio S&P 500 ETF worth $14.1M as of Q2 2026.
Axxcess Wealth Management bought 2,847 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $243K.
State Street SPDR Portfolio S&P 500 ETF made up 0.22% of Axxcess Wealth Management's portfolio in Q2 2026, its #94 holding.
Axxcess Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.