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

EverSource 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	$1.64M	Sell	18,614 -3,626	-16%	-$309K	0.06%	250
2026 Q1	$1.7M	Sell	22,240 -916	-4%	-$73.3K	0.05%	250
2025 Q4	$1.86M	Buy	23,156 +4,554	+24%	+$362K	0.07%	201
2025 Q3	$1.46M	Buy	18,602 +2,129	+13%	+$161K	0.06%	225
2025 Q2	$1.2M	Buy	16,473 +311	+2%	+$20.9K	0.05%	237
2025 Q1	$1.06M	Buy	16,162 +1,129	+8%	+$78.1K	0.06%	231
2024 Q4	$1.04M	Buy	15,033 +37	+0.2%	+$2.56K	0.06%	241
2024 Q3	$1.01M	Sell	14,996 -8,385	-36%	-$545K	0.06%	217
2024 Q2	$1.51M	Buy	23,381 +12,553	+116%	+$773K	0.1%	157
2024 Q1	$639K	Sell	10,828 -1,303	-11%	-$76.3K	0.05%	234
2023 Q4	$678K	Buy	12,131 +7,598	+168%	+$398K	0.06%	209
2023 Q3	$228K	Sell	4,533 -2,362	-34%	-$124K	0.02%	369
2023 Q2	$359K	Sell	6,895 -157	-2%	-$7.75K	0.04%	279
2023 Q1	$340K	Buy	7,052 +1,180	+20%	+$55.4K	0.04%	279
2022 Q4	$264K	Buy	5,872 +1,112	+23%	+$50.3K	0.04%	308
2022 Q3	$199K	Buy	4,760 +4,066	+586%	+$190K	0.05%	298
2022 Q2	$31K	Buy	694 +26	+4%	+$1.25K	0.01%	726
2022 Q1	$35K	Buy	668 +225	+51%	+$11.8K	0.01%	539
2021 Q4	$25K	Buy	+443	New	+$23.9K	0.01%	602

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

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

EverSource Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q2 2026, selling an estimated $309K and leaving 18,614 shares worth $1.64M. The position accounts for 0.06% of the portfolio, ranked #250.

EverSource Wealth Advisors first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.86M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

EverSource Wealth Advisors held 18,614 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.64M as of Q2 2026.
EverSource Wealth Advisors sold 3,626 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $309K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #250 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.86M in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.