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

Concord Wealth Partners’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	$2.02M	Sell	23,015 -1,155	-5%	-$98.5K	0.23%	95
2026 Q1	$1.85M	Buy	24,170 +1,494	+7%	+$120K	0.24%	95
2025 Q4	$1.82M	Buy	22,676 +2,253	+11%	+$179K	0.24%	93
2025 Q3	$1.6M	Buy	20,423 +466	+2%	+$35.2K	0.22%	101
2025 Q2	$1.45M	Buy	19,957 +2,387	+14%	+$161K	0.21%	104
2025 Q1	$1.16M	Buy	17,570 +337	+2%	+$23.3K	0.19%	108
2024 Q4	$1.19M	Sell	17,233 -540	-3%	-$37.4K	0.19%	97
2024 Q3	$1.2M	Buy	17,773 +1,188	+7%	+$77.3K	0.2%	88
2024 Q2	$1.06M	Buy	16,585 +910	+6%	+$56K	0.19%	97
2024 Q1	$964K	Buy	15,675 +5,739	+58%	+$336K	0.17%	101
2023 Q4	$555K	Buy	9,936 +9,924	+82,700%	+$520K	0.11%	118
2023 Q3	$603	Sell	12 -722	-98%	-$37.8K	﹤0.01%	974
2023 Q2	$38.2K	Sell	734 -2,289	-76%	-$113K	0.01%	401
2023 Q1	$146K	Sell	3,023 -1,966	-39%	-$92.2K	0.04%	206
2022 Q4	$224K	Buy	+4,989	New	+$225K	0.07%	150

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concord Wealth Partners's SPYM Position: Q2 2026 in Review

Concord Wealth Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.8% in Q2 2026, selling an estimated $98.5K and leaving 23,015 shares worth $2.02M. The position accounts for 0.23% of the portfolio, ranked #95.

Concord Wealth Partners first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Concord Wealth Partners held 23,015 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.02M as of Q2 2026.
Concord Wealth Partners sold 1,155 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $98.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.23% of Concord Wealth Partners's portfolio in Q2 2026, its #95 holding.
Concord Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.