CP
SPYM

Castleview Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Castleview Partners’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 		$590K Buy
6,713
+1,595
+31% +$136K 0.26% 90
2026
Q1 		$392K Buy
5,118
+1,946
+61% +$156K 0.2% 115
2025
Q4 		$254K Buy
+3,172
New +$252K 0.13% 162
2025
Q1 		– Sell
-1,344
Closed -$92.4K – 504
2024
Q4 		$92.4K Sell
1,344
-330
-20% -$22.9K 0.05% 264
2024
Q3 		$113K Sell
1,674
-884
-35% -$57.5K 0.07% 219
2024
Q2 		$164K Sell
2,558
-20
-0.8% -$1.23K 0.09% 189
2024
Q1 		$159K Buy
2,578
+314
+14% +$18.4K 0.09% 200
2023
Q4 		$127K Buy
2,264
+492
+28% +$25.8K 0.09% 182
2023
Q3 		$89.1K Buy
1,772
+23
+1% +$1.2K 0.08% 191
2023
Q2 		$91.1K Sell
1,749
-9
-0.5% -$444 0.08% 195
2023
Q1 		$84.7K Buy
1,758
+64
+4% +$3K 0.08% 197
2022
Q4 		$76.2K Buy
1,694
+70
+4% +$3.16K 0.07% 185
2022
Q3 		$68K Buy
1,624
+1,513
+1,363% +$70.7K 0.07% 206
2022
Q2 		$8.24K Sell
111
-1,708
-94% -$82.3K 0.01% 479
2022
Q1 		$96K Sell
1,819
-130,553
-99% -$6.84M 0.06% 242
2021
Q4 		$2.37K Buy
+132,372
New +$7.15M 0.02% 258
2021
Q2 		$131K Buy
+2,606
New +$128K 0.06% 253

Other funds holding SPYM

GI
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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Castleview Partners's SPYM Position: Q2 2026 in Review

Castleview Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 31% in Q2 2026, buying an estimated $136K and bringing the position to 6,713 shares worth $590K. The position accounts for 0.26% of the portfolio, ranked #90.

Castleview Partners first reported a position in SPYM in Q2 2021 and has held it in 17 quarters since. 375 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Castleview Partners held 6,713 shares of State Street SPDR Portfolio S&P 500 ETF worth $590K as of Q2 2026.
  • Castleview Partners bought 1,595 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $136K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.26% of Castleview Partners's portfolio in Q2 2026, its #90 holding.
  • Castleview Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 17 quarters since.
  • 375 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.