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

FAS Wealth Partners’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	$71K	Buy	808 +283	+54%	+$24.1K	﹤0.01%	402
2026 Q1	$40.2K	Sell	525 -181	-26%	-$14.5K	﹤0.01%	408
2025 Q4	$56.6K	Buy	706 +398	+129%	+$31.7K	﹤0.01%	389
2025 Q3	$24.1K	Buy	+308	New	+$23.2K	﹤0.01%	407
2025 Q2	–	Sell	-28	Closed	-$1.85K	–	471
2025 Q1	$1.85K	Buy	+28	New	+$1.94K	﹤0.01%	413
2024 Q1	–	Sell	-256	Closed	-$14.3K	–	459
2023 Q4	$14.3K	Buy	+256	New	+$13.4K	﹤0.01%	387
2023 Q2	–	Sell	-1,107	Closed	-$53.3K	–	439
2023 Q1	$53.3K	Hold	1,107	–	–	0.01%	327
2022 Q4	$49.8K	Hold	1,107	–	–	0.01%	326
2022 Q3	$46K	Hold	1,107	–	–	0.01%	320
2022 Q2	$49K	Hold	1,107	–	–	0.01%	321
2022 Q1	$59K	Hold	1,107	–	–	0.01%	321
2021 Q4	$62K	Hold	1,107	–	–	0.01%	331
2021 Q3	$56K	Hold	1,107	–	–	0.01%	329
2021 Q2	$56K	Hold	1,107	–	–	0.01%	316
2021 Q1	$52K	Hold	1,107	–	–	0.01%	295
2020 Q4	$49K	Sell	1,107 -188	-15%	-$7.84K	0.01%	289
2020 Q3	$51K	Sell	1,295 -98	-7%	-$3.82K	0.01%	270
2020 Q2	$50K	Sell	1,393 -185	-12%	-$6.36K	0.01%	261
2020 Q1	$48K	Buy	1,578 +165	+12%	+$5.92K	0.01%	244
2019 Q4	$53K	Buy	+1,413	New	+$51.1K	0.01%	227

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

FAS Wealth Partners's SPYM Position: Q2 2026 in Review

FAS Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 54% in Q2 2026, buying an estimated $24.1K and bringing the position to 808 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

FAS Wealth Partners first reported a position in SPYM in Q4 2019 and has held it in 20 quarters since. 1,726 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

FAS Wealth Partners held 808 shares of State Street SPDR Portfolio S&P 500 ETF worth $71K as of Q2 2026.
FAS Wealth Partners bought 283 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $24.1K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #402 holding.
FAS Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 20 quarters since.
1,726 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.