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

Emergent 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	$4.58M	Buy	51,856 +415	+0.8%	+$35.4K	2.38%	10
2026 Q1	$3.94M	Buy	51,441 +955	+2%	+$76.4K	2.33%	12
2025 Q4	$4.05M	Sell	50,486 -6,486	-11%	-$516K	2.28%	10
2025 Q3	$4.46M	Sell	56,972 -6,553	-10%	-$494K	2.59%	9
2025 Q2	$4.62M	Sell	63,525 -2,746	-4%	-$185K	2.95%	9
2025 Q1	$4.36M	Sell	66,271 -13,443	-17%	-$930K	3.16%	7
2024 Q4	$5.5M	Sell	79,714 -1,761	-2%	-$122K	3.98%	5
2024 Q3	$5.5M	Sell	81,475 -55,199	-40%	-$3.59M	4.06%	6
2024 Q2	$8.75M	Sell	136,674 -4,544	-3%	-$280K	7.03%	2
2024 Q1	$8.89M	Buy	141,218 +2,558	+2%	+$150K	7.67%	2
2023 Q4	$7.75M	Buy	+138,660	New	+$7.26M	7.22%	2

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

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

Emergent Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.81% in Q2 2026, buying an estimated $35.4K and bringing the position to 51,856 shares worth $4.58M. The position accounts for 2.38% of the portfolio, ranked #10.

Emergent Wealth Advisors first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.89M in Q1 2024. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Emergent Wealth Advisors held 51,856 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.58M as of Q2 2026.
Emergent Wealth Advisors bought 415 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $35.4K.
State Street SPDR Portfolio S&P 500 ETF made up 2.38% of Emergent Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Emergent Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Emergent Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.89M in Q1 2024.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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