C1AG
SPYM

Client 1st Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Client 1st Advisory Group’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 		$52.7M Buy
599,273
+8,905
+2% +$760K 13.73% 1
2026
Q1 		$45.2M Buy
590,368
+58,180
+11% +$4.65M 13.73% 2
2025
Q4 		$42.7M Buy
532,188
+6,253
+1% +$497K 13.35% 2
2025
Q3 		$41.2M Buy
525,935
+25,118
+5% +$1.89M 13.64% 2
2025
Q2 		$36.4M Buy
500,817
+14,018
+3% +$943K 13.2% 2
2025
Q1 		$32M Buy
486,799
+11,753
+2% +$813K 12.46% 2
2024
Q4 		$32.7M Sell
475,046
-405
-0.1% -$28.1K 12.6% 2
2024
Q3 		$32.1M Buy
475,451
+8,208
+2% +$534K 12.75% 2
2024
Q2 		$29.9M Buy
467,243
+19,149
+4% +$1.18M 12.88% 2
2024
Q1 		$27.6M Sell
448,094
-14,312
-3% -$838K 12.38% 2
2023
Q4 		$25.8M Sell
462,406
-92,848
-17% -$4.86M 12.55% 2
2023
Q3 		$27.9M Sell
555,254
-65,402
-11% -$3.42M 14.76% 1
2023
Q2 		$32.3M Sell
620,656
-81,389
-12% -$4.02M 17.04% 1
2023
Q1 		$33.8M Buy
702,045
+56,869
+9% +$2.67M 18.33% 1
2022
Q4 		$29M Buy
645,176
+68,031
+12% +$3.07M 16.96% 1
2022
Q3 		$24.2M Buy
577,145
+26,323
+5% +$1.23M 15.07% 1
2022
Q2 		$24.4M Buy
550,822
+74,940
+16% +$3.61M 14.53% 1
2022
Q1 		$25.3M Buy
475,882
+62,791
+15% +$3.29M 12.35% 2
2021
Q4 		$23.1M Buy
413,091
+19,434
+5% +$1.05M 11.26% 2
2021
Q3 		$19.9M Buy
393,657
+16,272
+4% +$844K 10.14% 3
2021
Q2 		$19M Sell
377,385
-143
-0% -$7.02K 9.85% 3
2021
Q1 		$17.6M Buy
377,528
+37,529
+11% +$1.7M 10.08% 3
2020
Q4 		$15M Buy
339,999
+30,801
+10% +$1.28M 9.75% 3
2020
Q3 		$13M Buy
309,198
+25,886
+9% +$1.01M 9.08% 3
2020
Q2 		$10.8M Sell
283,312
-5,029
-2% -$173K 8.91% 3
2020
Q1 		$8.72M Buy
288,341
+23,004
+9% +$825K 9.2% 3
2019
Q4 		$10M Buy
+265,337
New +$9.59M 9.89% 3

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

Client 1st Advisory Group's SPYM Position: Q2 2026 in Review

Client 1st Advisory Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q2 2026, buying an estimated $760K and bringing the position to 599,273 shares worth $52.7M. The position accounts for 13.73% of the portfolio, ranked #1.

Client 1st Advisory Group first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. 382 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Client 1st Advisory Group held 599,273 shares of State Street SPDR Portfolio S&P 500 ETF worth $52.7M as of Q2 2026.
  • Client 1st Advisory Group bought 8,905 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $760K.
  • State Street SPDR Portfolio S&P 500 ETF made up 13.73% of Client 1st Advisory Group's portfolio in Q2 2026, its #1 holding.
  • Client 1st Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 382 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.