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

Dogwood 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	$615	Hold	7	–	–	﹤0.01%	800
2026 Q1	$536	Hold	7	–	–	﹤0.01%	802
2025 Q4	$562	Hold	7	–	–	﹤0.01%	658
2025 Q3	$548	Hold	7	–	–	﹤0.01%	641
2025 Q2	$511	Buy	+7	New	+$471	﹤0.01%	628

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

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

Dogwood Wealth Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 7 shares worth $615. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Dogwood Wealth Management first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Dogwood Wealth Management held 7 shares of State Street SPDR Portfolio S&P 500 ETF worth $615 as of Q2 2026.
Dogwood Wealth Management 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 ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #800 holding.
Dogwood Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.