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

Conservest Capital 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	$980K	Buy	11,154 +5,762	+107%	+$492K	0.08%	66
2026 Q1	$413K	Buy	5,392 +416	+8%	+$33.3K	0.04%	88
2025 Q4	$399K	Buy	4,976 +1,103	+28%	+$87.7K	0.04%	92
2025 Q3	$303K	Buy	3,873 +93	+2%	+$7.01K	0.03%	99
2025 Q2	$275K	Buy	3,780 +485	+15%	+$32.6K	0.03%	107
2025 Q1	$217K	Buy	3,295 +102	+3%	+$7.05K	0.02%	104
2024 Q4	$220K	Buy	+3,193	New	+$221K	0.02%	101

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

Conservest Capital Advisors's SPYM Position: Q2 2026 in Review

Conservest Capital Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 107% in Q2 2026, buying an estimated $492K and bringing the position to 11,154 shares worth $980K. The position accounts for 0.08% of the portfolio, ranked #66.

Conservest Capital Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Conservest Capital Advisors held 11,154 shares of State Street SPDR Portfolio S&P 500 ETF worth $980K as of Q2 2026.
Conservest Capital Advisors bought 5,762 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $492K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Conservest Capital Advisors's portfolio in Q2 2026, its #66 holding.
Conservest Capital 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.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.