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

Broadway Wealth Solutions’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	$45.3M	Buy	515,783 +21,046	+4%	+$1.8M	21.17%	1
2026 Q1	$37.9M	Buy	494,737 +21,282	+4%	+$1.7M	19.58%	1
2025 Q4	$38M	Buy	473,455 +7,331	+2%	+$583K	20.28%	1
2025 Q3	$36.5M	Buy	466,124 +22,708	+5%	+$1.71M	20.48%	1
2025 Q2	$32.2M	Buy	443,416 +46,405	+12%	+$3.12M	20.07%	1
2025 Q1	$26.1M	Buy	397,011 +26,654	+7%	+$1.84M	19.05%	1
2024 Q4	$25.5M	Buy	+370,357	New	+$25.7M	19.37%	1

Other funds holding SPYM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Broadway Wealth Solutions's SPYM Position: Q2 2026 in Review

Broadway Wealth Solutions increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.3% in Q2 2026, buying an estimated $1.8M and bringing the position to 515,783 shares worth $45.3M. The position accounts for 21.17% of the portfolio, ranked #1.

Broadway Wealth Solutions first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Broadway Wealth Solutions held 515,783 shares of State Street SPDR Portfolio S&P 500 ETF worth $45.3M as of Q2 2026.
Broadway Wealth Solutions bought 21,046 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.8M.
State Street SPDR Portfolio S&P 500 ETF made up 21.17% of Broadway Wealth Solutions's portfolio in Q2 2026, its #1 holding.
Broadway Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.