Core Wealth Advisors (Florida)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Core Wealth Advisors (Florida)’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	$25.1M	Buy	285,284 +3,948	+1%	+$337K	5.04%	4
2026 Q1	$21.5M	Buy	281,336 +4,820	+2%	+$386K	5.14%	4
2025 Q4	$22.2M	Buy	276,516 +1,096	+0.4%	+$87.2K	5.76%	4
2025 Q3	$21.6M	Buy	275,420 +2,160	+0.8%	+$163K	5.63%	4
2025 Q2	$19.9M	Sell	273,260 -896	-0.3%	-$60.3K	5.71%	3
2025 Q1	$18M	Sell	274,156 -6,191	-2%	-$428K	5.74%	3
2024 Q4	$19.3M	Sell	280,347 -773	-0.3%	-$53.6K	6.37%	3
2024 Q3	$19M	Sell	281,120 -2,167	-0.8%	-$141K	6.09%	4
2024 Q2	$18.1M	Buy	283,287 +349	+0.1%	+$21.5K	6.21%	3
2024 Q1	$17.4M	Sell	282,938 -14,457	-5%	-$847K	5.92%	4
2023 Q4	$16.6M	Buy	+297,395	New	+$15.6M	6.11%	4
2023 Q2	–	Sell	-294,114	Closed	-$14.2M	–	274
2023 Q1	$14.2M	Buy	+294,114	New	+$13.8M	5.65%	5

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

Core Wealth Advisors (Florida)'s SPYM Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.4% in Q2 2026, buying an estimated $337K and bringing the position to 285,284 shares worth $25.1M. The position accounts for 5.04% of the portfolio, ranked #4.

Core Wealth Advisors (Florida) first reported a position in SPYM in Q1 2023 and has held it in 12 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Core Wealth Advisors (Florida) held 285,284 shares of State Street SPDR Portfolio S&P 500 ETF worth $25.1M as of Q2 2026.
Core Wealth Advisors (Florida) bought 3,948 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $337K.
State Street SPDR Portfolio S&P 500 ETF made up 5.04% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #4 holding.
Core Wealth Advisors (Florida) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 12 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.