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

Centric 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	$362K	Hold	4,287	–	–	0.06%	157
2026 Q1	$362K	Sell	4,287 -2,760	-39%	-$221K	0.07%	148
2025 Q4	$577K	Buy	7,047 +1,530	+28%	+$122K	0.12%	117
2025 Q3	$443K	Buy	5,517 +245	+5%	+$18.5K	0.1%	131
2025 Q2	$395K	Sell	5,272 -73,467	-93%	-$4.94M	0.09%	134
2025 Q1	$5.18M	Sell	78,739 -219,541	-74%	-$15.2M	1.36%	15
2024 Q4	$20.6M	Buy	298,280 +103,551	+53%	+$7.18M	5.56%	2
2024 Q3	$13.5M	Sell	194,729 -8,099	-4%	-$527K	3.6%	3
2024 Q2	$13M	Buy	202,828 +148,096	+271%	+$9.12M	3.74%	3
2024 Q1	$3.23M	Sell	54,732 -2,685	-5%	-$157K	1.03%	29
2023 Q4	$3.33M	Buy	+57,417	New	+$3.01M	1.1%	25
2023 Q3	–	Sell	-8,110	Closed	-$419K	–	131
2023 Q2	$419K	Buy	+8,110	New	+$400K	0.17%	77

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

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

Centric Wealth Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 4,287 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #157.

Centric Wealth Management first reported a position in SPYM in Q2 2023 and has held it in 12 quarters since. The position peaked at $20.6M in Q4 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Centric Wealth Management held 4,287 shares of State Street SPDR Portfolio S&P 500 ETF worth $362K as of Q2 2026.
Centric Wealth Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Centric Wealth Management's portfolio in Q2 2026, its #157 holding.
Centric Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Centric Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $20.6M in Q4 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.