Barnes Wealth Management Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Barnes Wealth Management Group’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	$2.49M	Buy	28,303 +1,662	+6%	+$142K	1.15%	19
2026 Q1	$2.04M	Buy	26,641 +1,377	+5%	+$110K	1.03%	25
2025 Q4	$2.03M	Sell	25,264 -1,265	-5%	-$101K	1.08%	26
2025 Q3	$2.08M	Buy	26,529 +682	+3%	+$51.4K	1.14%	24
2025 Q2	$1.88M	Buy	25,847 +3,017	+13%	+$203K	1.11%	28
2025 Q1	$1.5M	Buy	22,830 +2,739	+14%	+$189K	0.96%	28
2024 Q4	$1.39M	Buy	+20,091	New	+$1.39M	0.93%	29

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

Barnes Wealth Management Group's SPYM Position: Q2 2026 in Review

Barnes Wealth Management Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.2% in Q2 2026, buying an estimated $142K and bringing the position to 28,303 shares worth $2.49M. The position accounts for 1.15% of the portfolio, ranked #19.

Barnes Wealth Management Group first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 699 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Barnes Wealth Management Group held 28,303 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.49M as of Q2 2026.
Barnes Wealth Management Group bought 1,662 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $142K.
State Street SPDR Portfolio S&P 500 ETF made up 1.15% of Barnes Wealth Management Group's portfolio in Q2 2026, its #19 holding.
Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
699 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.