FWI
SPYM

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

Facet Wealth Inc’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 		$3.31M Buy
37,653
+6,828
+22% +$583K 0.05% 69
2026
Q1 		$2.36M Sell
30,825
-1,791
-5% -$143K 0.04% 75
2025
Q4 		$2.67M Buy
32,616
+1,485
+5% +$118K 0.05% 65
2025
Q3 		$2.44M Buy
31,131
+2,539
+9% +$192K 0.05% 57
2025
Q2 		$2.13M Sell
28,592
-3,886
-12% -$261K 0.05% 57
2025
Q1 		$2.15M Buy
32,478
+3,436
+12% +$238K 0.06% 57
2024
Q4 		$2.05M Sell
29,042
-1,155
-4% -$80.1K 0.05% 56
2024
Q3 		$2.03M Sell
30,197
-157
-0.5% -$10.2K 0.06% 55
2024
Q2 		$1.93M Sell
30,354
-445
-1% -$27.4K 0.06% 53
2024
Q1 		$1.87M Sell
30,799
-1,204
-4% -$70.5K 0.06% 51
2023
Q4 		$1.86M Sell
32,003
-2,453
-7% -$129K 0.07% 48
2023
Q3 		$1.69M Buy
34,456
+11
+0% +$575 0.08% 47
2023
Q2 		$1.82M Sell
34,445
-2,060
-6% -$102K 0.09% 39
2023
Q1 		$1.76M Sell
36,505
-3,056
-8% -$143K 0.11% 34
2022
Q4 		$1.9M Sell
39,561
-18,348
-32% -$829K 0.12% 30
2022
Q3 		$2.59M Buy
57,909
+768
+1% +$35.9K 0.2% 28
2022
Q2 		$2.53M Buy
57,141
+895
+2% +$43.1K 0.22% 28
2022
Q1 		$2.99M Sell
56,246
-100
-0.2% -$5.24K 0.26% 24
2021
Q4 		$3.15M Buy
56,346
+1,995
+4% +$108K 0.29% 28
2021
Q3 		$2.74M Sell
54,351
-1,069
-2% -$55.4K 0.31% 26
2021
Q2 		$2.79M Buy
55,420
+132
+0.2% +$6.48K 0.38% 24
2021
Q1 		$2.58M Buy
55,288
+1,140
+2% +$51.7K 0.45% 25
2020
Q4 		$2.38M Buy
+54,148
New +$2.26M 0.56% 25

Other funds holding SPYM

GT
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Facet Wealth Inc's SPYM Position: Q2 2026 in Review

Facet Wealth Inc increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 22% in Q2 2026, buying an estimated $583K and bringing the position to 37,653 shares worth $3.31M. The position accounts for 0.05% of the portfolio, ranked #69.

Facet Wealth Inc first reported a position in SPYM in Q4 2020 and has held it in 23 quarters since. 855 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Facet Wealth Inc held 37,653 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.31M as of Q2 2026.
  • Facet Wealth Inc bought 6,828 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $583K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Facet Wealth Inc's portfolio in Q2 2026, its #69 holding.
  • Facet Wealth Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 855 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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