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

Fiscal Wisdom 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	$3.85M	Sell	43,783 -373	-0.8%	-$31.8K	3.26%	3
2026 Q1	$3.38M	Sell	44,156 -1,849	-4%	-$148K	3.24%	2
2025 Q4	$3.69M	Buy	46,005 +545	+1%	+$43.3K	3.48%	5
2025 Q3	$3.57M	Buy	+45,460	New	+$3.43M	3.38%	5

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

Fiscal Wisdom Wealth Management's SPYM Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.84% in Q2 2026, selling an estimated $31.8K and leaving 43,783 shares worth $3.85M. The position accounts for 3.26% of the portfolio, ranked #3.

Fiscal Wisdom Wealth Management first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 1,712 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fiscal Wisdom Wealth Management held 43,783 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.85M as of Q2 2026.
Fiscal Wisdom Wealth Management sold 373 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $31.8K.
State Street SPDR Portfolio S&P 500 ETF made up 3.26% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #3 holding.
Fiscal Wisdom Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
1,712 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.