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

Forefront 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	$36M	Buy	409,741 +40,597	+11%	+$3.46M	11.16%	1
2026 Q1	$28.3M	Buy	369,144 +12,656	+4%	+$1.01M	11.83%	1
2025 Q4	$28.6M	Buy	356,488 +16,516	+5%	+$1.31M	13.54%	1
2025 Q3	$26.6M	Buy	339,972 +199,330	+142%	+$15M	6.7%	1
2025 Q2	$9.7M	Sell	140,642 -24,418	-15%	-$1.64M	6.66%	3
2025 Q1	$10.9M	Buy	165,060 +26,797	+19%	+$1.85M	7.39%	3
2024 Q4	$9.53M	Buy	+138,263	New	+$9.58M	7.1%	3

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

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

Forefront Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q2 2026, buying an estimated $3.46M and bringing the position to 409,741 shares worth $36M. The position accounts for 11.16% of the portfolio, ranked #1.

Forefront Wealth Partners first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Forefront Wealth Partners held 409,741 shares of State Street SPDR Portfolio S&P 500 ETF worth $36M as of Q2 2026.
Forefront Wealth Partners bought 40,597 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.46M.
State Street SPDR Portfolio S&P 500 ETF made up 11.16% of Forefront Wealth Partners's portfolio in Q2 2026, its #1 holding.
Forefront Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.