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

Curio Wealth’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	–	Sell	-699	Closed	-$53.5K	–	977
2026 Q1	$53.5K	Hold	699	–	–	0.02%	128
2025 Q4	$56.9K	Buy	+699	New	+$55.6K	0.02%	128
2025 Q2	–	Sell	-1	Closed	-$41.2K	–	393
2025 Q1	$41.2K	Sell	1 -596	-100%	-$41.2K	0.02%	136
2024 Q4	$41.2K	Buy	+597	New	+$41.4K	0.02%	133

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

Curio Wealth's SPYM Position: Q2 2026 in Review

Curio Wealth sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 699 shares — an estimated $53.5K sold.

Curio Wealth first reported a position in SPYM in Q4 2024 and held it in 4 quarters. The position peaked at $56.9K in Q4 2025. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Curio Wealth reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 699 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $53.5K.
Curio Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and held it in 4 quarters.
Curio Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $56.9K in Q4 2025.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.