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

Bright Futures 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	$1.63M	Buy	18,592 +13,043	+235%	+$1.11M	1.06%	21
2026 Q1	$425K	Sell	5,549 -21	-0.4%	-$1.68K	0.29%	95
2025 Q4	$447K	Sell	5,570 -129	-2%	-$10.3K	0.33%	88
2025 Q3	$446K	Buy	+5,699	New	+$430K	0.35%	84
2025 Q1	–	Sell	-4,529	Closed	-$321K	–	122
2024 Q4	$321K	Buy	4,529 +280	+7%	+$19.4K	0.29%	90
2024 Q3	$290K	Buy	4,249 +237	+6%	+$15.4K	0.14%	174
2024 Q2	$252K	Buy	4,012 +56	+1%	+$3.45K	0.14%	171
2024 Q1	$254K	Buy	+3,956	New	+$232K	0.14%	169

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

Bright Futures Wealth Management's SPYM Position: Q2 2026 in Review

Bright Futures Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 235% in Q2 2026, buying an estimated $1.11M and bringing the position to 18,592 shares worth $1.63M. The position accounts for 1.06% of the portfolio, ranked #21.

Bright Futures Wealth Management first reported a position in SPYM in Q1 2024 and has held it in 8 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Bright Futures Wealth Management held 18,592 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.63M as of Q2 2026.
Bright Futures Wealth Management bought 13,043 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.11M.
State Street SPDR Portfolio S&P 500 ETF made up 1.06% of Bright Futures Wealth Management's portfolio in Q2 2026, its #21 holding.
Bright Futures Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 8 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 Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.