FFWA
SPYM

Forthright Family Wealth Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Forthright Family Wealth Advisory’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 		$18.5M Sell
210,002
-498,566
-70% -$42.5M 10.44% 1
2026
Q1 		$43.6M Buy
708,568
+499,246
+239% +$39.9M 29.24% 1
2025
Q4 		$16.8M Buy
209,322
+2,048
+1% +$163K 10.55% 1
2025
Q3 		$16.2M Sell
207,274
-128,986
-38% -$9.73M 9.98% 1
2025
Q2 		$24.4M Sell
336,260
-687
-0.2% -$46.2K 15.48% 1
2025
Q1 		$22.2M Buy
336,947
+6,516
+2% +$451K 14.64% 1
2024
Q4 		$22.8M Sell
330,431
-31,834
-9% -$2.21M 14.81% 1
2024
Q3 		$25.9M Sell
362,265
-332,660
-48% -$21.6M 16.64% 1
2024
Q2 		$44.5M Sell
694,925
-13,643
-2% -$840K 28.66% 1
2024
Q1 		$43.6M Buy
708,568
+32,441
+5% +$1.9M 29.24% 1
2023
Q4 		$37.8M Buy
+676,127
New +$35.4M 29.61% 1

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Forthright Family Wealth Advisory's SPYM Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 70% in Q2 2026, selling an estimated $42.5M and leaving 210,002 shares worth $18.5M. The position accounts for 10.44% of the portfolio, ranked #1.

Forthright Family Wealth Advisory first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $44.5M in Q2 2024. 889 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Forthright Family Wealth Advisory held 210,002 shares of State Street SPDR Portfolio S&P 500 ETF worth $18.5M as of Q2 2026.
  • Forthright Family Wealth Advisory sold 498,566 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $42.5M.
  • State Street SPDR Portfolio S&P 500 ETF made up 10.44% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #1 holding.
  • Forthright Family Wealth Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Forthright Family Wealth Advisory's State Street SPDR Portfolio S&P 500 ETF position peaked at $44.5M in Q2 2024.
  • 889 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.