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

EPG 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	$14.4K	Buy	164 +3	+2%	+$256	﹤0.01%	270
2026 Q1	$12.3K	Buy	161 +7	+5%	+$560	﹤0.01%	277
2025 Q4	$12.4K	Hold	154	–	–	﹤0.01%	271
2025 Q3	$12.1K	Hold	154	–	–	﹤0.01%	272
2025 Q2	$11.2K	Buy	154 +10	+7%	+$672	﹤0.01%	268
2025 Q1	$9.47K	Buy	144 +3	+2%	+$207	﹤0.01%	376
2024 Q4	$9.72K	Hold	141	–	–	﹤0.01%	378
2024 Q3	$9.52K	Buy	+141	New	+$9.17K	﹤0.01%	376
2024 Q2	–	Sell	-141	Closed	-$8.68K	–	401
2024 Q1	$8.68K	Hold	141	–	–	﹤0.01%	395
2023 Q4	$8.2K	Buy	141 +76	+117%	+$3.98K	﹤0.01%	383
2023 Q3	$3.27K	Hold	65	–	–	﹤0.01%	396
2023 Q2	$3.39K	Hold	65	–	–	﹤0.01%	389
2023 Q1	$3.13K	Hold	65	–	–	﹤0.01%	396
2022 Q4	$2.92K	Hold	65	–	–	﹤0.01%	360
2022 Q3	$3K	Buy	+65	New	+$3.04K	﹤0.01%	367
2022 Q2	–	Sell	-21	Closed	-$1K	–	374
2022 Q1	$1K	Buy	+21	New	+$1.1K	﹤0.01%	395

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

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

EPG Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.9% in Q2 2026, buying an estimated $256 and bringing the position to 164 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

EPG Wealth Management first reported a position in SPYM in Q1 2022 and has held it in 16 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

EPG Wealth Management held 164 shares of State Street SPDR Portfolio S&P 500 ETF worth $14.4K as of Q2 2026.
EPG Wealth Management bought 3 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $256.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #270 holding.
EPG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 16 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 EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.