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

Canvas Wealth Advisors’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	$466K	Sell	5,307 -195	-4%	-$16.6K	0.07%	145
2026 Q1	$421K	Buy	5,502 +405	+8%	+$32.4K	0.07%	146
2025 Q4	$409K	Buy	5,097 +1,692	+50%	+$135K	0.07%	126
2025 Q3	$268K	Sell	3,405 -35	-1%	-$2.64K	0.05%	173
2025 Q2	$258K	Buy	+3,440	New	+$231K	0.05%	164

Other funds holding SPYM

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

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Canvas Wealth Advisors's SPYM Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.5% in Q2 2026, selling an estimated $16.6K and leaving 5,307 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #145.

Canvas Wealth Advisors first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Canvas Wealth Advisors held 5,307 shares of State Street SPDR Portfolio S&P 500 ETF worth $466K as of Q2 2026.
Canvas Wealth Advisors sold 195 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $16.6K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Canvas Wealth Advisors's portfolio in Q2 2026, its #145 holding.
Canvas Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.