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

Bogart Wealth LLC’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	$85.2K	Buy	970 +3	+0.3%	+$256	﹤0.01%	415
2026 Q1	$74.1K	Buy	967 +677	+233%	+$54.2K	﹤0.01%	410
2025 Q4	$23.3K	Buy	+290	New	+$23.1K	﹤0.01%	640
2023 Q2	–	Sell	-25	Closed	-$1.2K	–	1118
2023 Q1	$1.2K	Hold	25	–	–	﹤0.01%	973
2022 Q4	$1.13K	Sell	25 -41	-62%	-$1.85K	﹤0.01%	849
2022 Q3	$3K	Buy	+66	New	+$3.08K	﹤0.01%	790
2020 Q2	–	Sell	-140	Closed	-$4K	–	470
2020 Q1	$4K	Buy	+140	New	+$5.02K	﹤0.01%	344

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

Bogart Wealth LLC's SPYM Position: Q2 2026 in Review

Bogart Wealth LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.31% in Q2 2026, buying an estimated $256 and bringing the position to 970 shares worth $85.2K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Bogart Wealth LLC first reported a position in SPYM in Q1 2020 and has held it in 7 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Bogart Wealth LLC held 970 shares of State Street SPDR Portfolio S&P 500 ETF worth $85.2K as of Q2 2026.
Bogart Wealth LLC bought 3 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $256.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #415 holding.
Bogart Wealth LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 7 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.