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

Balboa Wealth Partners’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	$336K	Buy	3,827 +139	+4%	+$11.9K	0.05%	317
2026 Q1	$282K	Hold	3,688	–	–	0.05%	320
2025 Q4	$296K	Buy	3,688 +595	+19%	+$47.3K	0.05%	294
2025 Q3	$242K	Buy	+3,093	New	+$233K	0.04%	319

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Balboa Wealth Partners's SPYM Position: Q2 2026 in Review

Balboa Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.8% in Q2 2026, buying an estimated $11.9K and bringing the position to 3,827 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #317.

Balboa Wealth Partners first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 1,727 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Balboa Wealth Partners held 3,827 shares of State Street SPDR Portfolio S&P 500 ETF worth $336K as of Q2 2026.
Balboa Wealth Partners bought 139 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $11.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #317 holding.
Balboa Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
1,727 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.