CWS
SPYM

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

Confluence Wealth Services’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 		$1.07M Sell
12,159
-25
-0.2% -$2.13K 0.03% 220
2026
Q1 		$933K Sell
12,184
-999
-8% -$79.9K 0.04% 199
2025
Q4 		$1.06M Buy
13,183
+93
+0.7% +$7.4K 0.04% 180
2025
Q3 		$1.03M Sell
13,090
-16
-0.1% -$1.21K 0.05% 172
2025
Q2 		$953K Buy
13,106
+8
+0.1% +$538 0.05% 177
2025
Q1 		$825K Sell
13,098
-2,724
-17% -$188K 0.05% 175
2024
Q4 		$1.13M Sell
15,822
-592
-4% -$41K 0.07% 140
2024
Q3 		$1.11M Buy
16,414
+431
+3% +$28K 0.08% 134
2024
Q2 		$1.02M Sell
15,983
-373
-2% -$23K 0.08% 141
2024
Q1 		$1.01M Sell
16,356
-490
-3% -$28.7K 0.09% 126
2023
Q4 		$942K Buy
16,846
+1,313
+8% +$68.8K 0.1% 116
2023
Q3 		$781K Buy
15,533
+92
+0.6% +$4.81K 0.15% 109
2023
Q2 		$805K Buy
15,441
+319
+2% +$15.7K 0.17% 112
2023
Q1 		$728K Buy
15,122
+390
+3% +$18.3K 0.17% 111
2022
Q4 		$663K Sell
14,732
-7,934
-35% -$359K 0.17% 114
2022
Q3 		$951K Sell
22,666
-7,548
-25% -$352K 0.4% 68
2022
Q2 		$1.49M Buy
30,214
+11,530
+62% +$556K 0.66% 42
2022
Q1 		$992K Buy
18,684
+5,730
+44% +$300K 0.36% 74
2021
Q4 		$723K Buy
+12,954
New +$700K 0.23% 104

Other funds holding SPYM

GT
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Confluence Wealth Services's SPYM Position: Q2 2026 in Review

Confluence Wealth Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.21% in Q2 2026, selling an estimated $2.13K and leaving 12,159 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #220.

Confluence Wealth Services first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q2 2022. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Confluence Wealth Services held 12,159 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.07M as of Q2 2026.
  • Confluence Wealth Services sold 25 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.13K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #220 holding.
  • Confluence Wealth Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Confluence Wealth Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.49M in Q2 2022.
  • 624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.