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

Cahaba 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	$64.9M	Sell	737,949 -2,772	-0.4%	-$236K	3.91%	6
2026 Q1	$56.7M	Buy	740,721 +20,534	+3%	+$1.64M	3.85%	6
2025 Q4	$57.8M	Buy	720,187 +5,795	+0.8%	+$461K	4.02%	5
2025 Q3	$56M	Buy	714,392 +3,501	+0.5%	+$264K	4.05%	5
2025 Q2	$51.7M	Buy	710,891 +120,321	+20%	+$8.09M	4.02%	5
2025 Q1	$38.8M	Buy	590,570 +8,984	+2%	+$621K	3.21%	7
2024 Q4	$40.1M	Sell	581,586 -9,983	-2%	-$692K	3.32%	7
2024 Q3	$39.9M	Sell	591,569 -4,612	-0.8%	-$300K	3.3%	7
2024 Q2	$38.2M	Buy	596,181 +10,087	+2%	+$621K	3.37%	7
2024 Q1	$36.1M	Sell	586,094 -8,474	-1%	-$496K	3.28%	7
2023 Q4	$33.2M	Sell	594,568 -4,795	-0.8%	-$251K	3.3%	7
2023 Q3	$30.1M	Sell	599,363 -8,033	-1%	-$420K	3.32%	7
2023 Q2	$31.7M	Buy	607,396 +19,469	+3%	+$961K	3.42%	6
2023 Q1	$28.3M	Buy	587,927 +37,042	+7%	+$1.74M	3.24%	7
2022 Q4	$24.8M	Buy	550,885 +116,417	+27%	+$5.26M	3.07%	8
2022 Q3	$18.2M	Buy	434,468 +84,640	+24%	+$3.95M	2.52%	10
2022 Q2	$15.5M	Buy	349,828 +42,421	+14%	+$2.04M	2.21%	10
2022 Q1	$14.9M	Buy	307,407 +34,090	+12%	+$1.79M	2.04%	9
2021 Q4	$15.3M	Sell	273,317 -4,296	-2%	-$232K	2.02%	9
2021 Q3	$14M	Buy	277,613 +1,459	+0.5%	+$75.7K	2.06%	9
2021 Q2	$14.2M	Sell	276,154 -9,670	-3%	-$475K	2.2%	9
2021 Q1	$13.3M	Buy	285,824 +8,204	+3%	+$372K	2.07%	9
2020 Q4	$12.5M	Buy	277,620 +22,244	+9%	+$928K	2.06%	9
2020 Q3	$10M	Buy	255,376 +6,964	+3%	+$271K	1.98%	9
2020 Q2	$9.48M	Buy	248,412 +45,312	+22%	+$1.56M	1.96%	9
2020 Q1	$6.14M	Buy	+203,100	New	+$7.29M	1.57%	10

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

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

Cahaba Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.37% in Q2 2026, selling an estimated $236K and leaving 737,949 shares worth $64.9M. The position accounts for 3.91% of the portfolio, ranked #6.

Cahaba Wealth Management first reported a position in SPYM in Q1 2020 and has held it in 26 quarters since. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Cahaba Wealth Management held 737,949 shares of State Street SPDR Portfolio S&P 500 ETF worth $64.9M as of Q2 2026.
Cahaba Wealth Management sold 2,772 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $236K.
State Street SPDR Portfolio S&P 500 ETF made up 3.91% of Cahaba Wealth Management's portfolio in Q2 2026, its #6 holding.
Cahaba Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.