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

Evolution 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	$11.8M	Buy	134,440 +27,132	+25%	+$2.31M	6.95%	1
2026 Q1	$8.21M	Buy	107,308 +44,595	+71%	+$3.57M	6%	1
2025 Q4	$5.03M	Buy	62,713 +26,254	+72%	+$2.09M	4.16%	3
2025 Q3	$2.86M	Buy	36,459 +22,202	+156%	+$1.67M	2.93%	5
2025 Q2	$1.04M	Buy	+14,257	New	+$959K	1.28%	14

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Evolution Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 25% in Q2 2026, buying an estimated $2.31M and bringing the position to 134,440 shares worth $11.8M. The position accounts for 6.95% of the portfolio, ranked #1.

Evolution Wealth Management first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Evolution Wealth Management held 134,440 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.8M as of Q2 2026.
Evolution Wealth Management bought 27,132 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.31M.
State Street SPDR Portfolio S&P 500 ETF made up 6.95% of Evolution Wealth Management's portfolio in Q2 2026, its #1 holding.
Evolution Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.