BAM Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
NMIFOAC
MIH
PAI
BAM Wealth Management's SPY Position: Q2 2026 in Review
BAM Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 41% in Q2 2026, buying an estimated $110K and bringing the position to 521 shares worth $389K. The position accounts for 0.24% of the portfolio, ranked #117.
BAM Wealth Management first reported a position in SPY in Q3 2025 and has held it in 4 quarters since. 3,022 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- BAM Wealth Management held 521 shares of State Street SPDR S&P 500 ETF Trust worth $389K as of Q2 2026.
- BAM Wealth Management bought 152 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $110K.
- State Street SPDR S&P 500 ETF Trust made up 0.24% of BAM Wealth Management's portfolio in Q2 2026, its #117 holding.
- BAM Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 4 quarters since.
- 3,022 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.