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

Brown 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	$272K	Buy	3,090 +155	+5%	+$13.2K	0.06%	116
2026 Q1	$225K	Buy	2,935 +167	+6%	+$13.4K	0.06%	112
2025 Q4	$222K	Buy	+2,768	New	+$220K	0.06%	105
2023 Q3	–	Sell	-6,876	Closed	-$358K	–	100
2023 Q2	$358K	Buy	+6,876	New	+$339K	0.19%	65

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

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

Brown Wealth Management's SPYM Position: Q2 2026 in Review

Brown Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.3% in Q2 2026, buying an estimated $13.2K and bringing the position to 3,090 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #116.

Brown Wealth Management first reported a position in SPYM in Q2 2023 and has held it in 4 quarters since. The position peaked at $358K in Q2 2023. 441 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Brown Wealth Management held 3,090 shares of State Street SPDR Portfolio S&P 500 ETF worth $272K as of Q2 2026.
Brown Wealth Management bought 155 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $13.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Brown Wealth Management's portfolio in Q2 2026, its #116 holding.
Brown Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 4 quarters since.
Brown Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $358K in Q2 2023.
441 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.