Brookwood Investment Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Brookwood Investment Group’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	$2.97M	Buy	33,770 +483	+1%	+$41.2K	0.33%	66
2026 Q1	$2.55M	Sell	33,287 -6,716	-17%	-$537K	0.31%	71
2025 Q4	$3.21M	Sell	40,003 -6,026	-13%	-$479K	0.39%	44
2025 Q3	$3.61M	Sell	46,029 -19,582	-30%	-$1.48M	0.47%	40
2025 Q2	$4.77M	Buy	65,611 +10,704	+19%	+$720K	0.77%	21
2025 Q1	$3.61M	Buy	+54,907	New	+$3.8M	0.62%	24

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Brookwood Investment Group's SPYM Position: Q2 2026 in Review

Brookwood Investment Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q2 2026, buying an estimated $41.2K and bringing the position to 33,770 shares worth $2.97M. The position accounts for 0.33% of the portfolio, ranked #66.

Brookwood Investment Group first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.77M in Q2 2025. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Brookwood Investment Group held 33,770 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.97M as of Q2 2026.
Brookwood Investment Group bought 483 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $41.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.33% of Brookwood Investment Group's portfolio in Q2 2026, its #66 holding.
Brookwood Investment Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.77M in Q2 2025.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.