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

Fingerlakes 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	$1.26M	Buy	14,373 +28	+0.2%	+$2.39K	0.68%	38
2026 Q1	$1.1M	Sell	14,345 -380	-3%	-$30.4K	0.73%	37
2025 Q4	$1.18M	Sell	14,725 -13	-0.1%	-$1.03K	0.75%	36
2025 Q3	$1.15M	Sell	14,738 -1,130	-7%	-$85.2K	0.75%	35
2025 Q2	$1.15M	Sell	15,868 -897	-5%	-$60.3K	0.86%	31
2025 Q1	$1.1M	Sell	16,765 -175	-1%	-$12.1K	0.94%	31
2024 Q4	$1.17M	Sell	16,940 -559	-3%	-$38.7K	0.94%	31
2024 Q3	$1.18M	Sell	17,499 -762	-4%	-$49.6K	0.98%	34
2024 Q2	$1.17M	Buy	18,261 +58	+0.3%	+$3.57K	1.05%	29
2024 Q1	$1.12M	Sell	18,203 -73	-0.4%	-$4.28K	1.08%	30
2023 Q4	$1.02M	Sell	18,276 -181	-1%	-$9.48K	1.1%	30
2023 Q3	$928K	Sell	18,457 -154	-0.8%	-$8.06K	1.13%	29
2023 Q2	$970K	Sell	18,611 -176	-0.9%	-$8.69K	1.11%	31
2023 Q1	$905K	Buy	18,787 +65	+0.3%	+$3.05K	1.13%	30
2022 Q4	$842K	Sell	18,722 -327	-2%	-$14.8K	1.16%	27
2022 Q3	$800K	Buy	19,049 +65	+0.3%	+$3.04K	1.17%	27
2022 Q2	$842K	Buy	18,984 +303	+2%	+$14.6K	1.15%	26
2022 Q1	$993K	Buy	18,681 +580	+3%	+$30.4K	1.16%	26
2021 Q4	$1.01M	Buy	+18,101	New	+$977K	1.14%	27

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

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

Fingerlakes Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.2% in Q2 2026, buying an estimated $2.39K and bringing the position to 14,373 shares worth $1.26M. The position accounts for 0.68% of the portfolio, ranked #38.

Fingerlakes Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fingerlakes Wealth Management held 14,373 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.26M as of Q2 2026.
Fingerlakes Wealth Management bought 28 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.39K.
State Street SPDR Portfolio S&P 500 ETF made up 0.68% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #38 holding.
Fingerlakes Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.