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

Diversify Wealth Management’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	$5.95M	Sell	68,442 -3,809	-5%	-$325K	0.1%	196
2026 Q1	$6.05M	Buy	72,251 +66,121	+1,079%	+$5.29M	0.11%	186
2025 Q4	$500K	Buy	6,130 +471	+8%	+$37.5K	0.02%	440
2025 Q3	$455K	Sell	5,659 -35	-0.6%	-$2.64K	0.03%	397
2025 Q2	$431K	Buy	5,694 +118	+2%	+$7.93K	0.03%	394
2025 Q1	$363K	Buy	5,576 +15	+0.3%	+$1.04K	0.03%	409
2024 Q4	$380K	Buy	+5,561	New	+$385K	0.03%	394

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

Diversify Wealth Management's SPYM Position: Q2 2026 in Review

Diversify Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.3% in Q2 2026, selling an estimated $325K and leaving 68,442 shares worth $5.95M. The position accounts for 0.1% of the portfolio, ranked #196.

Diversify Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.05M in Q1 2026. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Diversify Wealth Management held 68,442 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.95M as of Q2 2026.
Diversify Wealth Management sold 3,809 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $325K.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Diversify Wealth Management's portfolio in Q2 2026, its #196 holding.
Diversify Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Diversify Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.05M in Q1 2026.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.