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

Bestgate Wealth Advisors’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	$4.72M	Sell	53,698 -940	-2%	-$80.2K	7.52%	3
2026 Q1	$4.18M	Buy	54,638 +538	+1%	+$43K	7.54%	4
2025 Q4	$4.34M	Sell	54,100 -1,399	-3%	-$111K	7.63%	4
2025 Q3	$4.35M	Buy	55,499 +3,161	+6%	+$238K	7.68%	4
2025 Q2	$3.44M	Hold	52,338	–	–	7.13%	4
2025 Q1	$3.44M	Sell	52,338 -3,433	-6%	-$237K	7.13%	4
2024 Q4	$3.84M	Buy	+55,771	New	+$3.87M	7.72%	4

Other funds holding SPYM

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bestgate Wealth Advisors's SPYM Position: Q2 2026 in Review

Bestgate Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.7% in Q2 2026, selling an estimated $80.2K and leaving 53,698 shares worth $4.72M. The position accounts for 7.52% of the portfolio, ranked #3.

Bestgate Wealth Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 936 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Bestgate Wealth Advisors held 53,698 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.72M as of Q2 2026.
Bestgate Wealth Advisors sold 940 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $80.2K.
State Street SPDR Portfolio S&P 500 ETF made up 7.52% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Bestgate Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
936 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.