Caliber Wealth Management (Kansas)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Caliber Wealth Management (Kansas)’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	$2.93M	Buy	33,292 +14,344	+76%	+$1.22M	0.28%	72
2026 Q1	$1.45M	Buy	18,948 +5,153	+37%	+$412K	0.16%	115
2025 Q4	$1.11M	Sell	13,795 -940	-6%	-$74.8K	0.12%	127
2025 Q3	$1.15M	Buy	14,735 +1,982	+16%	+$150K	0.13%	127
2025 Q2	$927K	Sell	12,753 -7,903	-38%	-$531K	0.1%	141
2025 Q1	$1.36M	Buy	+20,656	New	+$1.43M	0.19%	111

Other funds holding SPYM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s SPYM Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 76% in Q2 2026, buying an estimated $1.22M and bringing the position to 33,292 shares worth $2.93M. The position accounts for 0.28% of the portfolio, ranked #72.

Caliber Wealth Management (Kansas) first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Caliber Wealth Management (Kansas) held 33,292 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.93M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 14,344 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.22M.
State Street SPDR Portfolio S&P 500 ETF made up 0.28% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #72 holding.
Caliber Wealth Management (Kansas) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.