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

Compass 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	$8.39M	Buy	95,428 +7,608	+9%	+$649K	1.59%	14
2026 Q1	$6.72M	Buy	87,820 +9,449	+12%	+$756K	1.66%	19
2025 Q4	$6.29M	Buy	78,371 +15,620	+25%	+$1.24M	1.57%	22
2025 Q3	$4.92M	Buy	62,751 +1,742	+3%	+$131K	1.1%	31
2025 Q2	$4.43M	Sell	61,009 -812	-1%	-$54.6K	1.06%	38
2025 Q1	$4.07M	Sell	61,821 -6,602	-10%	-$457K	1.04%	37
2024 Q4	$4.72M	Buy	68,423 +6,488	+10%	+$450K	1.14%	27
2024 Q3	$4.18M	Sell	61,935 -15	-0%	-$975	0.98%	38
2024 Q2	$3.96M	Buy	61,950 +2,342	+4%	+$144K	0.98%	36
2024 Q1	$3.67M	Buy	59,608 +14,254	+31%	+$835K	0.92%	41
2023 Q4	$2.54M	Buy	45,354 +15,804	+53%	+$828K	0.71%	51
2023 Q3	$1.49M	Buy	29,550 +10,328	+54%	+$540K	0.47%	69
2023 Q2	$1M	Sell	19,222 -5,363	-22%	-$265K	0.3%	87
2023 Q1	$1.18M	Buy	24,585 +3,264	+15%	+$153K	0.38%	80
2022 Q4	$959K	Buy	+21,321	New	+$964K	0.31%	86

Other funds holding SPYM

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 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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Compass Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.7% in Q2 2026, buying an estimated $649K and bringing the position to 95,428 shares worth $8.39M. The position accounts for 1.59% of the portfolio, ranked #14.

Compass Wealth Management first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 1,727 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Compass Wealth Management held 95,428 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.39M as of Q2 2026.
Compass Wealth Management bought 7,608 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $649K.
State Street SPDR Portfolio S&P 500 ETF made up 1.59% of Compass Wealth Management's portfolio in Q2 2026, its #14 holding.
Compass Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
1,727 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.