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

Copia 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	$5.59M	Sell	63,616 -2,026	-3%	-$173K	3.36%	4
2026 Q1	$5.02M	Sell	65,642 -18,114	-22%	-$1.45M	3.45%	4
2025 Q4	$6.72M	Sell	83,756 -1,396	-2%	-$111K	4.8%	2
2025 Q3	$6.67M	Buy	85,152 +1,767	+2%	+$133K	4.96%	2
2025 Q2	$6.06M	Buy	83,385 +1,945	+2%	+$131K	5.11%	3
2025 Q1	$5.36M	Buy	81,440 +1,967	+2%	+$136K	4.95%	2
2024 Q4	$5.48M	Buy	+79,473	New	+$5.51M	5.21%	2

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Copia Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.1% in Q2 2026, selling an estimated $173K and leaving 63,616 shares worth $5.59M. The position accounts for 3.36% of the portfolio, ranked #4.

Copia Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.72M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Copia Wealth Management held 63,616 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.59M as of Q2 2026.
Copia Wealth Management sold 2,026 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $173K.
State Street SPDR Portfolio S&P 500 ETF made up 3.36% of Copia Wealth Management's portfolio in Q2 2026, its #4 holding.
Copia Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.72M in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.