CWA
SPYM

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

Crux Wealth 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 		$378K Hold
4,298
– – 0.13% 141
2026
Q1 		$329K Hold
4,298
– – 0.13% 138
2025
Q4 		$345K Buy
+4,298
New +$342K 0.13% 134

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Crux Wealth Advisors's SPYM Position: Q2 2026 in Review

Crux Wealth Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 4,298 shares worth $378K. The position accounts for 0.13% of the portfolio, ranked #141.

Crux Wealth Advisors first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 950 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Crux Wealth Advisors held 4,298 shares of State Street SPDR Portfolio S&P 500 ETF worth $378K as of Q2 2026.
  • Crux Wealth Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Crux Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • Crux Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 950 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.