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

Bernardo Wealth Planning’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	$580K	Buy	6,598 +582	+10%	+$49.7K	0.1%	77
2026 Q1	$460K	Buy	6,016 +931	+18%	+$74.5K	0.09%	76
2025 Q4	$408K	Buy	5,085 +24	+0.5%	+$1.91K	0.08%	86
2025 Q3	$396K	Buy	5,061 +103	+2%	+$7.77K	0.08%	82
2025 Q2	$360K	Buy	4,958 +8	+0.2%	+$538	0.08%	83
2025 Q1	$326K	Buy	4,950 +28	+0.6%	+$1.94K	0.08%	85
2024 Q4	$336K	Buy	4,922 +851	+21%	+$59K	0.08%	81
2024 Q3	$279K	Buy	4,071 +13	+0.3%	+$845	0.07%	89
2024 Q2	$260K	Buy	4,058 +497	+14%	+$30.6K	0.07%	86
2024 Q1	$219K	Buy	+3,561	New	+$209K	0.06%	95

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

Bernardo Wealth Planning's SPYM Position: Q2 2026 in Review

Bernardo Wealth Planning increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.7% in Q2 2026, buying an estimated $49.7K and bringing the position to 6,598 shares worth $580K. The position accounts for 0.1% of the portfolio, ranked #77.

Bernardo Wealth Planning first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Bernardo Wealth Planning held 6,598 shares of State Street SPDR Portfolio S&P 500 ETF worth $580K as of Q2 2026.
Bernardo Wealth Planning bought 582 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $49.7K.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Bernardo Wealth Planning's portfolio in Q2 2026, its #77 holding.
Bernardo Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.