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

BlackDiamond 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	$9.8M	Sell	107,665 -16,491	-13%	-$1.41M	3.94%	2
2026 Q1	$9.5M	Buy	124,156 +23,020	+23%	+$1.84M	4.57%	2
2025 Q4	$8.26M	Sell	101,136 -14,384	-12%	-$1.14M	4.02%	1
2025 Q3	$9.05M	Buy	115,520 +8,284	+8%	+$625K	4.94%	2
2025 Q2	$7.79M	Buy	107,236 +8,988	+9%	+$604K	4.5%	2
2025 Q1	$6.52M	Buy	98,248 +3,693	+4%	+$255K	4.41%	2
2024 Q4	$6.52M	Buy	94,555 +783	+0.8%	+$54.3K	3.77%	2
2024 Q3	$6.58M	Sell	93,772 -1,636	-2%	-$106K	3.98%	2
2024 Q2	$5.96M	Buy	95,408 +12,475	+15%	+$768K	3.92%	2
2024 Q1	$5.1M	Sell	82,933 -18,271	-18%	-$1.07M	3.64%	2
2023 Q4	$5.86M	Sell	101,204 -7,703	-7%	-$404K	4.31%	2
2023 Q3	$5.32M	Buy	108,907 +12,545	+13%	+$656K	4.81%	2
2023 Q2	$5.16M	Buy	96,362 +6,315	+7%	+$312K	4.36%	2
2023 Q1	$4.3M	Sell	90,047 -9,896	-10%	-$464K	4.4%	4
2022 Q4	$4.59M	Sell	99,943 -3,023	-3%	-$137K	5.21%	3
2022 Q3	$4.66M	Buy	102,966 +17,911	+21%	+$836K	5.61%	2
2022 Q2	$3.95M	Buy	85,055 +972	+1%	+$46.8K	4.92%	3
2022 Q1	$4.47M	Buy	84,083 +7,096	+9%	+$372K	5.33%	2
2021 Q4	$4.3M	Buy	+76,987	New	+$4.16M	4.93%	3

Other funds holding SPYM

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

APTFM

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

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

BlackDiamond Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, selling an estimated $1.41M and leaving 107,665 shares worth $9.8M. The position accounts for 3.94% of the portfolio, ranked #2.

BlackDiamond Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

BlackDiamond Wealth Management held 107,665 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.8M as of Q2 2026.
BlackDiamond Wealth Management sold 16,491 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.41M.
State Street SPDR Portfolio S&P 500 ETF made up 3.94% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #2 holding.
BlackDiamond Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.