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

Firethorn 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	$9.13M	Buy	103,875 +3,399	+3%	+$290K	2.94%	6
2026 Q1	$7.69M	Buy	100,476 +13,920	+16%	+$1.11M	2.82%	6
2025 Q4	$6.94M	Sell	86,556 -5,159	-6%	-$410K	2.6%	9
2025 Q3	$7.18M	Sell	91,715 -4,728	-5%	-$357K	2.83%	8
2025 Q2	$7.01M	Sell	96,443 -38,547	-29%	-$2.59M	3.04%	7
2025 Q1	$8.88M	Sell	134,990 -6,929	-5%	-$479K	4.24%	4
2024 Q4	$9.78M	Sell	141,919 -9,173	-6%	-$636K	4.86%	3
2024 Q3	$10.2M	Sell	151,092 -12,409	-8%	-$807K	5.18%	3
2024 Q2	$10.5M	Sell	163,501 -44,643	-21%	-$2.75M	5.91%	3
2024 Q1	$12.8M	Sell	208,144 -11,859	-5%	-$695K	7.54%	3
2023 Q4	$12.3M	Buy	220,003 +16,948	+8%	+$888K	8.06%	3
2023 Q3	$10.2M	Buy	203,055 +38,759	+24%	+$2.03M	7.82%	3
2023 Q2	$8.56M	Sell	164,296 -3,038	-2%	-$150K	6.39%	3
2023 Q1	$8.18M	Buy	167,334 +2,073	+1%	+$97.3K	6.39%	3
2022 Q4	$7.43M	Buy	165,261 +69	+0%	+$3.12K	6.28%	4
2022 Q3	$6.94M	Sell	165,192 -669	-0.4%	-$31.2K	6.45%	3
2022 Q2	$8.01M	Buy	165,861 +7,062	+4%	+$340K	6.5%	3
2022 Q1	$8.44M	Buy	158,799 +45,861	+41%	+$2.4M	6.39%	3
2021 Q4	$6.3M	Buy	+112,938	New	+$6.1M	4.72%	4
2021 Q2	$4.88M	Buy	96,959 +7,734	+9%	+$380K	4.08%	6
2021 Q1	$4.16M	Buy	89,225 +7,454	+9%	+$338K	3.87%	6
2020 Q4	$3.6M	Buy	+81,771	New	+$3.41M	3.89%	4

Other funds holding SPYM

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Firethorn Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.4% in Q2 2026, buying an estimated $290K and bringing the position to 103,875 shares worth $9.13M. The position accounts for 2.94% of the portfolio, ranked #6.

Firethorn Wealth Partners first reported a position in SPYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.8M in Q1 2024. 382 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Firethorn Wealth Partners held 103,875 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.13M as of Q2 2026.
Firethorn Wealth Partners bought 3,399 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $290K.
State Street SPDR Portfolio S&P 500 ETF made up 2.94% of Firethorn Wealth Partners's portfolio in Q2 2026, its #6 holding.
Firethorn Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
Firethorn Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $12.8M in Q1 2024.
382 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.