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

Fonville 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	$5.18M	Sell	58,952 -971	-2%	-$82.8K	0.85%	31
2026 Q1	$4.59M	Buy	59,923 +478	+0.8%	+$38.2K	0.87%	31
2025 Q4	$4.77M	Buy	59,445 +1,149	+2%	+$91.4K	0.98%	28
2025 Q3	$4.57M	Sell	58,296 -1,983	-3%	-$150K	1.03%	28
2025 Q2	$4.38M	Buy	60,279 +7,825	+15%	+$526K	1.11%	28
2025 Q1	$3.44M	Buy	52,454 +2,519	+5%	+$174K	1.01%	28
2024 Q4	$3.44M	Buy	49,935 +1,737	+4%	+$120K	1.14%	29
2024 Q3	$3.25M	Sell	48,198 -1,002	-2%	-$65.2K	1.12%	30
2024 Q2	$3.15M	Sell	49,200 -2,052	-4%	-$126K	1.25%	30
2024 Q1	$3.15M	Buy	51,252 +3,776	+8%	+$221K	1.4%	27
2023 Q4	$2.65M	Buy	+47,476	New	+$2.49M	1.41%	26

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

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

Fonville Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.6% in Q2 2026, selling an estimated $82.8K and leaving 58,952 shares worth $5.18M. The position accounts for 0.85% of the portfolio, ranked #31.

Fonville Wealth Management first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fonville Wealth Management held 58,952 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.18M as of Q2 2026.
Fonville Wealth Management sold 971 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $82.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.85% of Fonville Wealth Management's portfolio in Q2 2026, its #31 holding.
Fonville Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 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 Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.