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

Delta 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	$1.04M	Buy	11,802 +601	+5%	+$51.3K	0.74%	26
2026 Q1	$857K	Sell	11,201 -23,497	-68%	-$1.88M	0.65%	26
2025 Q4	$2.78M	Sell	34,698 -93,314	-73%	-$7.42M	2.33%	18
2025 Q3	$10M	Buy	128,012 +4,711	+4%	+$355K	7.85%	4
2025 Q2	$8.96M	Sell	123,301 -7,545	-6%	-$507K	7.51%	4
2025 Q1	$8.6M	Buy	130,846 +4,823	+4%	+$334K	7.81%	4
2024 Q4	$8.69M	Buy	+126,023	New	+$8.74M	8.19%	4

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

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 $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

Delta Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.4% in Q2 2026, buying an estimated $51.3K and bringing the position to 11,802 shares worth $1.04M. The position accounts for 0.74% of the portfolio, ranked #26.

Delta Wealth Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $10M in Q3 2025. 675 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Delta Wealth Advisors held 11,802 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.04M as of Q2 2026.
Delta Wealth Advisors bought 601 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $51.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.74% of Delta Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Delta Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Delta Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $10M in Q3 2025.
675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.