Drucker Wealth 3.0’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Drucker Wealth 3.0’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	$681K	Sell	7,744 -1,319	-15%	-$113K	0.11%	145
2026 Q1	$694K	Buy	9,063 +3,008	+50%	+$241K	0.12%	136
2025 Q4	$486K	Sell	6,055 -581	-9%	-$46.2K	0.09%	167
2025 Q3	$520K	Sell	6,636 -138	-2%	-$10.4K	0.09%	157
2025 Q2	$497K	Buy	6,774 +961	+17%	+$64.6K	0.1%	148
2025 Q1	$382K	Sell	5,813 -2,176	-27%	-$150K	0.08%	127
2024 Q4	$551K	Sell	7,989 -747	-9%	-$51.8K	0.13%	104
2024 Q3	$590K	Sell	8,736 -40	-0.5%	-$2.6K	0.14%	104
2024 Q2	$562K	Buy	+8,776	New	+$540K	0.15%	103

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

Drucker Wealth 3.0's SPYM Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 15% in Q2 2026, selling an estimated $113K and leaving 7,744 shares worth $681K. The position accounts for 0.11% of the portfolio, ranked #145.

Drucker Wealth 3.0 first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. The position peaked at $694K in Q1 2026. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Drucker Wealth 3.0 held 7,744 shares of State Street SPDR Portfolio S&P 500 ETF worth $681K as of Q2 2026.
Drucker Wealth 3.0 sold 1,319 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $113K.
State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Drucker Wealth 3.0's portfolio in Q2 2026, its #145 holding.
Drucker Wealth 3.0 first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's State Street SPDR Portfolio S&P 500 ETF position peaked at $694K 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 Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.