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

Cerro Pacific 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	$385K	Sell	4,377 -11	-0.3%	-$938	0.09%	128
2026 Q1	$336K	Hold	4,388	–	–	0.09%	124
2025 Q4	$352K	Hold	4,388	–	–	0.09%	118
2025 Q3	$344K	Sell	4,388 -1,580	-26%	-$119K	0.09%	121
2025 Q2	$434K	Buy	5,968 +1,919	+47%	+$129K	0.12%	112
2025 Q1	$279K	Hold	4,049	–	–	0.09%	133
2024 Q4	$273K	Hold	4,049	–	–	0.09%	131
2024 Q3	$259K	Hold	4,049	–	–	0.1%	129
2024 Q2	$259K	Buy	+4,049	New	+$249K	0.1%	129
2022 Q2	–	Sell	-5,309	Closed	-$282K	–	141
2022 Q1	$282K	Hold	5,309	–	–	0.17%	110
2021 Q4	$296K	Buy	5,309 +1,330	+33%	+$71.8K	0.19%	109
2021 Q3	$201K	Hold	3,979	–	–	0.14%	118
2021 Q2	$200K	Buy	+3,979	New	+$195K	0.15%	114

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

Cerro Pacific Wealth Advisors's SPYM Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.25% in Q2 2026, selling an estimated $938 and leaving 4,377 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #128.

Cerro Pacific Wealth Advisors first reported a position in SPYM in Q2 2021 and has held it in 13 quarters since. The position peaked at $434K in Q2 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Cerro Pacific Wealth Advisors held 4,377 shares of State Street SPDR Portfolio S&P 500 ETF worth $385K as of Q2 2026.
Cerro Pacific Wealth Advisors sold 11 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $938.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #128 holding.
Cerro Pacific Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 13 quarters since.
Cerro Pacific Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $434K in Q2 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.