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

Bullock 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	$195K	Sell	2,217 -1,293	-37%	-$110K	0.08%	179
2026 Q1	$271K	Buy	3,510 +116	+3%	+$9.28K	0.14%	137
2025 Q4	$272K	Buy	3,394 +10	+0.3%	+$795	0.13%	138
2025 Q3	$263K	Sell	3,384 -39	-1%	-$2.94K	0.13%	134
2025 Q2	$249K	Buy	3,423 +10	+0.3%	+$672	0.13%	129
2025 Q1	$225K	Buy	3,413 +11	+0.3%	+$761	0.13%	136
2024 Q4	$235K	Sell	3,402 -88	-3%	-$6.1K	0.14%	131
2024 Q3	$233K	Sell	3,490 -973	-22%	-$63.3K	0.14%	127
2024 Q2	$286K	Buy	4,463 +15	+0.3%	+$923	0.19%	104
2024 Q1	$273K	Buy	+4,448	New	+$260K	0.18%	114

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 39.41% 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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Bullock Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 37% in Q2 2026, selling an estimated $110K and leaving 2,217 shares worth $195K. The position accounts for 0.08% of the portfolio, ranked #179.

Bullock Wealth Management first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $286K in Q2 2024. 1,728 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Bullock Wealth Management held 2,217 shares of State Street SPDR Portfolio S&P 500 ETF worth $195K as of Q2 2026.
Bullock Wealth Management sold 1,293 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $110K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Bullock Wealth Management's portfolio in Q2 2026, its #179 holding.
Bullock Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $286K in Q2 2024.
1,728 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.