B. Riley Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

B. Riley 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	$483K	Sell	5,539 -216	-4%	-$18.4K	0.03%	485
2026 Q1	$428K	Sell	5,755 -94	-2%	-$7.52K	0.03%	477
2025 Q4	$469K	Sell	5,849 -579	-9%	-$46K	0.02%	547
2025 Q3	$504K	Sell	6,428 -1,978	-24%	-$149K	0.02%	525
2025 Q2	$611K	Buy	+8,406	New	+$565K	0.03%	464
2024 Q4	$2.92M	Sell	42,361 -11,689	-22%	-$810K	0.1%	210
2024 Q3	$3.62M	Buy	54,050 +17,689	+49%	+$1.15M	0.1%	199
2024 Q2	$2.33M	Buy	36,361 +8,241	+29%	+$507K	0.06%	306
2024 Q1	$1.41M	Buy	28,120 +8,948	+47%	+$524K	0.04%	432
2023 Q4	$1.07M	Sell	19,172 -8,948	-32%	-$469K	0.03%	503
2023 Q3	$1.41M	Buy	28,120 +9,124	+48%	+$477K	0.04%	432
2023 Q2	$990K	Buy	18,996 +4,878	+35%	+$241K	0.02%	571
2023 Q1	$680K	Sell	14,118 -7,809	-36%	-$366K	0.02%	690
2022 Q4	$986K	Buy	21,927 +8,763	+67%	+$396K	0.03%	539
2022 Q3	$553K	Buy	13,164 +6,554	+99%	+$306K	0.02%	712
2022 Q2	$294K	Sell	6,610 -496	-7%	-$23.9K	0.01%	891
2022 Q1	$378K	Sell	7,106 -1,921	-21%	-$101K	0.01%	910
2021 Q4	$505K	Buy	9,027 +1,979	+28%	+$107K	0.01%	800
2021 Q3	$356K	Buy	+7,048	New	+$366K	0.01%	949
2015 Q1	–	Sell	-800	Closed	-$19	–	1782
2014 Q4	$19	Buy	+800	New	+$18.9K	﹤0.01%	2579
2014 Q3	–	Sell	-800	Closed	-$18.5K	–	1716
2014 Q2	$18.5K	Buy	+800	New	+$17.9K	﹤0.01%	1506

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

B. Riley Wealth Advisors's SPYM Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.8% in Q2 2026, selling an estimated $18.4K and leaving 5,539 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #485.

B. Riley Wealth Advisors first reported a position in SPYM in Q2 2014 and has held it in 21 quarters since. The position peaked at $3.62M in Q3 2024. 683 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

B. Riley Wealth Advisors held 5,539 shares of State Street SPDR Portfolio S&P 500 ETF worth $483K as of Q2 2026.
B. Riley Wealth Advisors sold 216 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $18.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #485 holding.
B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2014 and has held it in 21 quarters since.
B. Riley Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.62M in Q3 2024.
683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.