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

Bay Harbor Wealth Management’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	$3.52K	Hold	40	–	–	﹤0.01%	508
2026 Q1	$3.06K	Hold	40	–	–	﹤0.01%	459
2025 Q4	$3.21K	Hold	40	–	–	﹤0.01%	376
2025 Q3	$3.13K	Hold	40	–	–	﹤0.01%	287
2025 Q2	$2.91K	Sell	40 -43	-52%	-$2.89K	﹤0.01%	249
2025 Q1	$5.46K	Sell	83 -15	-15%	-$1.04K	﹤0.01%	136
2024 Q4	$6.76K	Hold	98	–	–	﹤0.01%	130
2024 Q3	$6.62K	Sell	98 -13	-12%	-$845	﹤0.01%	125
2024 Q2	$7.1K	Sell	111 -14	-11%	-$862	﹤0.01%	120
2024 Q1	$7.69K	Sell	125 -44	-26%	-$2.58K	﹤0.01%	121
2023 Q4	$9.45K	Sell	169 -712	-81%	-$37.3K	﹤0.01%	116
2023 Q3	$44.3K	Hold	881	–	–	0.02%	100
2023 Q2	$45.9K	Hold	881	–	–	0.02%	98
2023 Q1	$42.4K	Buy	+881	New	+$41.3K	0.02%	95
2022 Q4	–	Sell	-2,398	Closed	-$101K	–	203
2022 Q3	$101K	Sell	2,398 -2,062	-46%	-$96.3K	0.05%	49
2022 Q2	$198K	Sell	4,460 -2,651	-37%	-$128K	0.09%	40
2022 Q1	$378K	Buy	7,111 +1,787	+34%	+$93.6K	0.15%	30
2021 Q4	$280K	Sell	5,324 -5,250	-50%	-$283K	0.11%	37
2021 Q3	$534K	Sell	10,574 -3,472	-25%	-$180K	0.23%	29
2021 Q2	$707K	Sell	14,046 -12,099	-46%	-$594K	0.3%	30
2021 Q1	$1.22M	Sell	26,145 -16,865	-39%	-$765K	0.56%	27
2020 Q4	$1.89M	Sell	43,010 -30,065	-41%	-$1.25M	0.86%	23
2020 Q3	$2.88M	Buy	73,075 +19,764	+37%	+$770K	1.43%	20
2020 Q2	$1.93M	Buy	+53,311	New	+$1.83M	1.03%	21

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

Bay Harbor Wealth Management's SPYM Position: Q2 2026 in Review

Bay Harbor Wealth Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 40 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Bay Harbor Wealth Management first reported a position in SPYM in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.88M in Q3 2020. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Bay Harbor Wealth Management held 40 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.52K as of Q2 2026.
Bay Harbor Wealth Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #508 holding.
Bay Harbor Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
Bay Harbor Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.88M in Q3 2020.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.