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

CogentBlue 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	$246K	Hold	2,796	–	–	0.14%	84
2026 Q1	$214K	Hold	2,796	–	–	0.14%	64
2025 Q4	$224K	Hold	2,796	–	–	0.15%	66
2025 Q3	$219K	Sell	2,796 -351	-11%	-$26.5K	0.15%	69
2025 Q2	$229K	Buy	3,147 +22	+0.7%	+$1.48K	0.18%	63
2025 Q1	$206K	Buy	3,125 +124	+4%	+$8.58K	0.18%	60
2024 Q4	$207K	Buy	+3,001	New	+$208K	0.18%	55

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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 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

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

CogentBlue Wealth Advisors's SPYM Position: Q2 2026 in Review

CogentBlue Wealth Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 2,796 shares worth $246K. The position accounts for 0.14% of the portfolio, ranked #84.

CogentBlue Wealth Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

CogentBlue Wealth Advisors held 2,796 shares of State Street SPDR Portfolio S&P 500 ETF worth $246K as of Q2 2026.
CogentBlue Wealth Advisors 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 0.14% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #84 holding.
CogentBlue Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
442 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.