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

Connecticut 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	$3.39M	Sell	38,552 -1,154	-3%	-$98.5K	0.13%	79
2026 Q1	$3.04M	Buy	39,706 +4,903	+14%	+$392K	0.13%	82
2025 Q4	$2.79M	Buy	34,803 +7,848	+29%	+$624K	0.12%	80
2025 Q3	$2.11M	Sell	26,955 -2,599	-9%	-$196K	0.09%	96
2025 Q2	$2.15M	Sell	29,554 -1,031	-3%	-$69.3K	0.1%	90
2025 Q1	$2.01M	Buy	+30,585	New	+$2.12M	0.11%	95

Other funds holding SPYM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Connecticut Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.9% in Q2 2026, selling an estimated $98.5K and leaving 38,552 shares worth $3.39M. The position accounts for 0.13% of the portfolio, ranked #79.

Connecticut Wealth Management first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Connecticut Wealth Management held 38,552 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.39M as of Q2 2026.
Connecticut Wealth Management sold 1,154 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 0.13% of Connecticut Wealth Management's portfolio in Q2 2026, its #79 holding.
Connecticut Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.