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 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 $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BCGM Wealth Management's SPYM Position: Q1 2026 in Review

BCGM Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.5% in Q1 2026, buying an estimated $8.4K and bringing the position to 4,292 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #141.

BCGM Wealth Management first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $336K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

BCGM Wealth Management held 4,292 shares of State Street SPDR Portfolio S&P 500 ETF worth $329K as of Q1 2026.
BCGM Wealth Management bought 105 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $8.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of BCGM Wealth Management's portfolio in Q1 2026, its #141 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 10 quarters since.
BCGM Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $336K in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.