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

Clarity Retirement & Wealth’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 		$12.9M Buy
147,034
+8,523
+6% +$727K 8.91% 4
2026
Q1 		$10.6M Sell
138,511
-10,664
-7% -$853K 8.55% 4
2025
Q4 		$12M Buy
+149,175
New +$11.9M 10.53% 3

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Clarity Retirement & Wealth's SPYM Position: Q2 2026 in Review

Clarity Retirement & Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.2% in Q2 2026, buying an estimated $727K and bringing the position to 147,034 shares worth $12.9M. The position accounts for 8.91% of the portfolio, ranked #4.

Clarity Retirement & Wealth first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Clarity Retirement & Wealth held 147,034 shares of State Street SPDR Portfolio S&P 500 ETF worth $12.9M as of Q2 2026.
  • Clarity Retirement & Wealth bought 8,523 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $727K.
  • State Street SPDR Portfolio S&P 500 ETF made up 8.91% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #4 holding.
  • Clarity Retirement & Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.