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

Badgley Phelps Wealth Managers’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	$54.7M	Sell	623,005 -17,605	-3%	-$1.5M	0.96%	31
2026 Q1	$49M	Sell	640,610 -5,018	-0.8%	-$401K	0.98%	25
2025 Q4	$51.8M	Sell	645,628 -27,238	-4%	-$2.17M	0.95%	28
2025 Q3	$52.7M	Buy	672,866 +4,864	+0.7%	+$367K	1.11%	23
2025 Q2	$48.6M	Sell	668,002 -3,250	-0.5%	-$219K	1.08%	23
2025 Q1	$44.1M	Sell	671,252 -337,160	-33%	-$23.3M	1.07%	24
2024 Q4	$69.5M	Buy	1,008,412 +11,873	+1%	+$823K	1.62%	14
2024 Q3	$67.3M	Buy	996,539 +12,636	+1%	+$822K	1.56%	13
2024 Q2	$63M	Buy	983,903 +3,826	+0.4%	+$236K	1.56%	13
2024 Q1	$60.3M	Buy	980,077 +29,469	+3%	+$1.73M	1.51%	14
2023 Q4	$53.1M	Buy	950,608 +10,370	+1%	+$543K	1.45%	17
2023 Q3	$47.3M	Buy	940,238 +14,265	+2%	+$746K	1.61%	12
2023 Q2	$48.3M	Buy	925,973 +386,760	+72%	+$19.1M	1.59%	10
2023 Q1	$26M	Buy	+539,213	New	+$25.3M	0.96%	30

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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 $44.6B AUM 28.94% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Badgley Phelps Wealth Managers's SPYM Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.7% in Q2 2026, selling an estimated $1.5M and leaving 623,005 shares worth $54.7M. The position accounts for 0.96% of the portfolio, ranked #31.

Badgley Phelps Wealth Managers first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $69.5M in Q4 2024. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Badgley Phelps Wealth Managers held 623,005 shares of State Street SPDR Portfolio S&P 500 ETF worth $54.7M as of Q2 2026.
Badgley Phelps Wealth Managers sold 17,605 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.5M.
State Street SPDR Portfolio S&P 500 ETF made up 0.96% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #31 holding.
Badgley Phelps Wealth Managers first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
Badgley Phelps Wealth Managers's State Street SPDR Portfolio S&P 500 ETF position peaked at $69.5M in Q4 2024.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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