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

Buck Wealth Strategies’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	$327K	Sell	3,722 -872	-19%	-$74.4K	0.03%	156
2026 Q1	$352K	Sell	4,594 -213	-4%	-$17K	0.04%	122
2025 Q4	$386K	Sell	4,807 -1,145	-19%	-$91.1K	0.05%	118
2025 Q3	$466K	Buy	5,952 +50	+0.8%	+$3.77K	0.06%	123
2025 Q2	$429K	Buy	+5,902	New	+$397K	0.07%	102

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

Buck Wealth Strategies's SPYM Position: Q2 2026 in Review

Buck Wealth Strategies reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 19% in Q2 2026, selling an estimated $74.4K and leaving 3,722 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #156.

Buck Wealth Strategies first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $466K in Q3 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Buck Wealth Strategies held 3,722 shares of State Street SPDR Portfolio S&P 500 ETF worth $327K as of Q2 2026.
Buck Wealth Strategies sold 872 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $74.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Buck Wealth Strategies's portfolio in Q2 2026, its #156 holding.
Buck Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Buck Wealth Strategies's State Street SPDR Portfolio S&P 500 ETF position peaked at $466K in Q3 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.