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

Evermay 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	$28.8M	Buy	327,357 +43,911	+15%	+$3.75M	2.96%	8
2026 Q1	$21.7M	Buy	283,446 +35,169	+14%	+$2.81M	2.41%	8
2025 Q4	$19.9M	Buy	248,277 +6,759	+3%	+$538K	2.23%	8
2025 Q3	$18.9M	Buy	241,518 +15,550	+7%	+$1.17M	2.16%	8
2025 Q2	$16.4M	Buy	225,968 +90,723	+67%	+$6.1M	2.02%	8
2025 Q1	$8.89M	Buy	135,245 +16,617	+14%	+$1.15M	1.17%	16
2024 Q4	$8.18M	Buy	118,628 +19,302	+19%	+$1.34M	1.24%	17
2024 Q3	$6.71M	Buy	99,326 +32,593	+49%	+$2.12M	1.08%	16
2024 Q2	$4.27M	Buy	66,733 +28,236	+73%	+$1.74M	0.68%	25
2024 Q1	$2.37M	Buy	38,497 +18,521	+93%	+$1.08M	0.36%	43
2023 Q4	$1.12M	Buy	19,976 +16,673	+505%	+$873K	0.21%	55
2023 Q3	$166K	Buy	3,303 +2,823	+588%	+$148K	0.03%	183
2023 Q2	$25K	Hold	480	–	–	﹤0.01%	364
2023 Q1	$23.1K	Hold	480	–	–	﹤0.01%	358
2022 Q4	$21.6K	Buy	480 +280	+140%	+$12.7K	﹤0.01%	361
2022 Q3	$8K	Buy	+200	New	+$9.34K	﹤0.01%	421

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

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 $43.3B AUM 29.3% 1-Year Est. Return

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

Evermay Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 15% in Q2 2026, buying an estimated $3.75M and bringing the position to 327,357 shares worth $28.8M. The position accounts for 2.96% of the portfolio, ranked #8.

Evermay Wealth Management first reported a position in SPYM in Q3 2022 and has held it in 16 quarters since. 699 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Evermay Wealth Management held 327,357 shares of State Street SPDR Portfolio S&P 500 ETF worth $28.8M as of Q2 2026.
Evermay Wealth Management bought 43,911 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.75M.
State Street SPDR Portfolio S&P 500 ETF made up 2.96% of Evermay Wealth Management's portfolio in Q2 2026, its #8 holding.
Evermay Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
699 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.