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

Empirical 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	$423K	Sell	4,809 -538	-10%	-$45.9K	0.01%	748
2026 Q1	$409K	Buy	5,347 +1,493	+39%	+$119K	0.01%	658
2025 Q4	$309K	Sell	3,854 -90	-2%	-$7.16K	0.01%	691
2025 Q3	$309K	Buy	3,944 +860	+28%	+$64.9K	0.01%	600
2025 Q2	$224K	Sell	3,084 -806	-21%	-$54.2K	0.01%	607
2025 Q1	$256K	Sell	3,890 -2,027	-34%	-$140K	0.01%	551
2024 Q4	$408K	Buy	5,917 +320	+6%	+$22.2K	0.01%	434
2024 Q3	$378K	Buy	+5,597	New	+$364K	0.01%	426

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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 $44.6B AUM 28.94% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Empirical Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10% in Q2 2026, selling an estimated $45.9K and leaving 4,809 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #748.

Empirical Wealth Management first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Empirical Wealth Management held 4,809 shares of State Street SPDR Portfolio S&P 500 ETF worth $423K as of Q2 2026.
Empirical Wealth Management sold 538 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $45.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #748 holding.
Empirical Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.