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

BCGM 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	$388K	Buy	4,414 +122	+3%	+$10.4K	0.08%	133
2026 Q1	$329K	Buy	4,292 +105	+3%	+$8.4K	0.08%	141
2025 Q4	$336K	Buy	4,187 +56	+1%	+$4.45K	0.09%	136
2025 Q3	$324K	Buy	4,131 +109	+3%	+$8.22K	0.08%	137
2025 Q2	$292K	Sell	4,022 -59	-1%	-$3.97K	0.08%	137
2025 Q1	$268K	Sell	4,081 -59	-1%	-$4.08K	0.08%	135
2024 Q4	$285K	Buy	4,140 +598	+17%	+$41.5K	0.09%	132
2024 Q3	$239K	Sell	3,542 -193	-5%	-$12.6K	0.08%	143
2024 Q2	$239K	Buy	3,735 +32	+0.9%	+$1.97K	0.08%	140
2024 Q1	$228K	Buy	3,703 +99	+3%	+$5.8K	0.08%	136
2023 Q4	$201K	Buy	+3,604	New	+$189K	0.08%	134

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

BCGM Wealth Management's SPYM Position: Q2 2026 in Review

BCGM Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.8% in Q2 2026, buying an estimated $10.4K and bringing the position to 4,414 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #133.

BCGM Wealth Management first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,727 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

BCGM Wealth Management held 4,414 shares of State Street SPDR Portfolio S&P 500 ETF worth $388K as of Q2 2026.
BCGM Wealth Management bought 122 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $10.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of BCGM Wealth Management's portfolio in Q2 2026, its #133 holding.
BCGM Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 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 BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.