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

Bernard 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	$2.73K	Buy	+31	New	+$2.65K	﹤0.01%	269

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

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

Bernard Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 31 shares worth $2.73K. The stake represents ﹤0.01% of the portfolio and ranks #269 among its holdings.

1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Bernard Wealth Management held 31 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.73K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Bernard Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #269 holding.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.