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

BIP Wealth’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	$12.2M	Buy	139,300 +16,960	+14%	+$1.45M	0.35%	58
2026 Q1	$9.36M	Sell	122,340 -8,063	-6%	-$645K	0.38%	57
2025 Q4	$10.5M	Buy	130,403 +4,003	+3%	+$318K	0.37%	60
2025 Q3	$9.9M	Buy	126,400 +41,443	+49%	+$3.13M	0.49%	43
2025 Q2	$6.18M	Buy	84,957 +26,523	+45%	+$1.78M	0.38%	42
2025 Q1	$3.84M	Sell	58,434 -223	-0.4%	-$15.4K	0.25%	48
2024 Q4	$4.04M	Buy	58,657 +6,669	+13%	+$462K	0.27%	45
2024 Q3	$3.51M	Buy	51,988 +5,236	+11%	+$341K	0.24%	45
2024 Q2	$2.99M	Buy	46,752 +2,950	+7%	+$182K	0.25%	46
2024 Q1	$2.7M	Buy	43,802 +6,677	+18%	+$391K	0.2%	52
2023 Q4	$2.08M	Sell	37,125 -1,890	-5%	-$99K	0.16%	55
2023 Q3	$1.96M	Buy	39,015 +890	+2%	+$46.6K	0.18%	55
2023 Q2	$1.99M	Buy	38,125 +602	+2%	+$29.7K	0.16%	55
2023 Q1	$1.81M	Buy	+37,523	New	+$1.76M	0.2%	61

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 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

BIP Wealth's SPYM Position: Q2 2026 in Review

BIP Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q2 2026, buying an estimated $1.45M and bringing the position to 139,300 shares worth $12.2M. The position accounts for 0.35% of the portfolio, ranked #58.

BIP Wealth first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. 1,731 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

BIP Wealth held 139,300 shares of State Street SPDR Portfolio S&P 500 ETF worth $12.2M as of Q2 2026.
BIP Wealth bought 16,960 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.45M.
State Street SPDR Portfolio S&P 500 ETF made up 0.35% of BIP Wealth's portfolio in Q2 2026, its #58 holding.
BIP Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
1,731 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.