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

Exencial 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 Q1	$1.86M	Buy	24,337 +80	+0.3%	+$6.4K	0.06%	230
2025 Q4	$1.95M	Sell	24,257 -686	-3%	-$54.6K	0.06%	228
2025 Q3	$1.95M	Buy	24,943 +457	+2%	+$34.5K	0.06%	222
2025 Q2	$1.78M	Buy	24,486 +20,739	+553%	+$1.39M	0.06%	226
2025 Q1	$246K	Buy	3,747 +842	+29%	+$58.2K	0.01%	455
2024 Q4	$200K	Buy	+2,905	New	+$201K	0.01%	492
2023 Q1	–	Sell	-5,315	Closed	-$239K	–	431
2022 Q4	$239K	Buy	+5,315	New	+$240K	0.01%	388

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Exencial Wealth Advisors's SPYM Position: Q1 2026 in Review

Exencial Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.33% in Q1 2026, buying an estimated $6.4K and bringing the position to 24,337 shares worth $1.86M. The position accounts for 0.06% of the portfolio, ranked #230.

Exencial Wealth Advisors first reported a position in SPYM in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.95M in Q3 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Exencial Wealth Advisors held 24,337 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.86M as of Q1 2026.
Exencial Wealth Advisors bought 80 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $6.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Exencial Wealth Advisors's portfolio in Q1 2026, its #230 holding.
Exencial Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 7 quarters since.
Exencial Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.95M in Q3 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.