CWA Asset Management Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

CWA Asset Management Group’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	$467K	Sell	5,311 -228	-4%	-$19.5K	0.01%	511
2026 Q1	$424K	Sell	5,539 -75	-1%	-$6K	0.01%	515
2025 Q4	$450K	Buy	5,614 +541	+11%	+$43K	0.02%	478
2025 Q3	$397K	Hold	5,073	–	–	0.01%	512
2025 Q2	$369K	Hold	5,073	–	–	0.02%	493
2025 Q1	$334K	Buy	5,073 +320	+7%	+$22.1K	0.02%	489
2024 Q4	$328K	Hold	4,753	–	–	0.02%	468
2024 Q3	$321K	Buy	+4,753	New	+$309K	0.02%	460
2024 Q1	$265K	Hold	4,310	–	–	0.02%	451
2023 Q4	$241K	Hold	4,310	–	–	0.02%	378
2023 Q3	$217K	Hold	4,310	–	–	0.02%	336
2023 Q2	$225K	Hold	4,310	–	–	0.02%	331
2023 Q1	$208K	Buy	+4,310	New	+$202K	0.02%	302

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

CWA Asset Management Group's SPYM Position: Q2 2026 in Review

CWA Asset Management Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.1% in Q2 2026, selling an estimated $19.5K and leaving 5,311 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #511.

CWA Asset Management Group first reported a position in SPYM in Q1 2023 and has held it in 13 quarters since. 872 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

CWA Asset Management Group held 5,311 shares of State Street SPDR Portfolio S&P 500 ETF worth $467K as of Q2 2026.
CWA Asset Management Group sold 228 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $19.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #511 holding.
CWA Asset Management Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
872 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.