Baltimore-Washington Financial Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Baltimore-Washington Financial 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	$10.3M	Sell	116,985 -5,969	-5%	-$509K	0.38%	66
2026 Q1	$9.41M	Buy	122,954 +2,480	+2%	+$198K	0.41%	64
2025 Q4	$9.66M	Sell	120,474 -15,896	-12%	-$1.26M	0.4%	63
2025 Q3	$10.7M	Sell	136,370 -536	-0.4%	-$40.4K	0.46%	62
2025 Q2	$9.95M	Sell	136,906 -1,604	-1%	-$108K	0.46%	64
2025 Q1	$9.11M	Sell	138,510 -1,883	-1%	-$130K	0.48%	64
2024 Q4	$9.68M	Sell	140,393 -2,504	-2%	-$174K	0.5%	63
2024 Q3	$9.65M	Sell	142,897 -1,354	-0.9%	-$88.1K	0.52%	61
2024 Q2	$9.23M	Buy	144,251 +7,468	+5%	+$460K	0.53%	61
2024 Q1	$8.42M	Sell	136,783 -12,963	-9%	-$759K	0.52%	63
2023 Q4	$8.37M	Sell	149,746 -1,111	-0.7%	-$58.2K	0.58%	60
2023 Q3	$7.58M	Buy	150,857 +1,521	+1%	+$79.6K	0.61%	56
2023 Q2	$7.78M	Sell	149,336 -39,360	-21%	-$1.94M	0.62%	55
2023 Q1	$9.09M	Sell	188,696 -1,328	-0.7%	-$62.3K	0.8%	42
2022 Q4	$8.55M	Sell	190,024 -35,551	-16%	-$1.61M	0.84%	44
2022 Q3	$9.47M	Buy	225,575 +2,055	+0.9%	+$96K	0.8%	38
2022 Q2	$9.91M	Buy	223,520 +79	+0%	+$3.81K	1.06%	35
2022 Q1	$10.4M	Sell	223,441 -691	-0.3%	-$36.2K	1.02%	44
2021 Q4	$12.5M	Sell	224,132 -442	-0.2%	-$23.9K	1.01%	38
2021 Q3	$11.3M	Buy	224,574 +212	+0.1%	+$11K	1%	44
2021 Q2	$11.3M	Buy	224,362 +788	+0.4%	+$38.7K	1.05%	42
2021 Q1	$10.4M	Sell	223,574 -126	-0.1%	-$5.71K	1.06%	42
2020 Q4	$9.83M	Buy	223,700 +2,413	+1%	+$101K	1.07%	41
2020 Q3	$8.71M	Sell	221,287 -192	-0.1%	-$7.48K	1.13%	38
2020 Q2	$8.03M	Buy	221,479 +7,752	+4%	+$267K	1.11%	38
2020 Q1	$6.46M	Buy	213,727 +21,536	+11%	+$773K	1.17%	36
2019 Q4	$7.27M	Buy	192,191 +6,751	+4%	+$244K	1.07%	45
2019 Q3	$6.46M	Buy	185,440 +21,112	+13%	+$734K	1.06%	45
2019 Q2	$5.68M	Buy	164,328 +18,557	+13%	+$629K	0.96%	50
2019 Q1	$4.84M	Buy	145,771 +28,129	+24%	+$898K	0.85%	51
2018 Q4	$3.44M	Buy	117,642 +56,508	+92%	+$1.78M	0.71%	56
2018 Q3	$2.08M	Buy	61,134 +28,887	+90%	+$966K	0.38%	64
2018 Q2	$1.03M	Buy	32,247 +19,898	+161%	+$631K	0.2%	69
2018 Q1	$382K	Buy	+12,349	New	+$395K	0.08%	70

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

Baltimore-Washington Financial Advisors's SPYM Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.9% in Q2 2026, selling an estimated $509K and leaving 116,985 shares worth $10.3M. The position accounts for 0.38% of the portfolio, ranked #66.

Baltimore-Washington Financial Advisors first reported a position in SPYM in Q1 2018 and has held it in 34 quarters since. The position peaked at $12.5M in Q4 2021. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Baltimore-Washington Financial Advisors held 116,985 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.3M as of Q2 2026.
Baltimore-Washington Financial Advisors sold 5,969 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $509K.
State Street SPDR Portfolio S&P 500 ETF made up 0.38% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #66 holding.
Baltimore-Washington Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
Baltimore-Washington Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $12.5M in Q4 2021.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.