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

Blue Bell Private 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	$14M	Buy	159,494 +19,801	+14%	+$1.69M	1.75%	9
2026 Q1	$10.7M	Buy	139,693 +15,582	+13%	+$1.25M	1.54%	11
2025 Q4	$9.96M	Buy	124,111 +3,608	+3%	+$287K	1.46%	11
2025 Q3	$9.44M	Buy	120,503 +14,286	+13%	+$1.08M	1.43%	10
2025 Q2	$7.72M	Buy	106,217 +24,374	+30%	+$1.64M	1.29%	12
2025 Q1	$5.38M	Buy	81,843 +8,455	+12%	+$585K	1.02%	15
2024 Q4	$5.06M	Buy	73,388 +2,665	+4%	+$185K	0.96%	14
2024 Q3	$4.77M	Buy	70,723 +1,566	+2%	+$102K	0.91%	16
2024 Q2	$4.43M	Buy	69,157 +5,899	+9%	+$363K	0.91%	15
2024 Q1	$3.89M	Buy	63,258 +8,471	+15%	+$496K	0.84%	18
2023 Q4	$3.06M	Buy	54,787 +7,251	+15%	+$380K	0.73%	25
2023 Q3	$2.39M	Buy	47,536 +8,968	+23%	+$469K	0.64%	27
2023 Q2	$2.01M	Buy	38,568 +6,529	+20%	+$322K	0.53%	30
2023 Q1	$1.54M	Buy	32,039 +12,595	+65%	+$591K	0.46%	31
2022 Q4	$875K	Buy	19,444 +4,344	+29%	+$196K	0.29%	52
2022 Q3	$634K	Buy	+15,100	New	+$705K	0.23%	58

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

Blue Bell Private Wealth Management's SPYM Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q2 2026, buying an estimated $1.69M and bringing the position to 159,494 shares worth $14M. The position accounts for 1.75% of the portfolio, ranked #9.

Blue Bell Private Wealth Management first reported a position in SPYM in Q3 2022 and has held it in 16 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Blue Bell Private Wealth Management held 159,494 shares of State Street SPDR Portfolio S&P 500 ETF worth $14M as of Q2 2026.
Blue Bell Private Wealth Management bought 19,801 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.69M.
State Street SPDR Portfolio S&P 500 ETF made up 1.75% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #9 holding.
Blue Bell Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 16 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 Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.