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

Fourth Dimension Wealth’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	$6.17K	Buy	+70	New	+$5.97K	﹤0.01%	527
2026 Q1	–	Sell	-42,095	Closed	-$3.38M	–	626
2025 Q4	$3.38M	Sell	42,095 -3,323	-7%	-$264K	1.23%	23
2025 Q3	$3.56M	Buy	45,418 +4,004	+10%	+$302K	1.36%	24
2025 Q2	$3.01M	Sell	41,414 -3,103	-7%	-$209K	1.27%	24
2025 Q1	$2.93M	Buy	+44,517	New	+$3.08M	1.42%	18

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

Fourth Dimension Wealth's SPYM Position: Q2 2026 in Review

Fourth Dimension Wealth opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 70 shares worth $6.17K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Fourth Dimension Wealth previously reported a position in SPYM as recently as Q4 2025.

Fourth Dimension Wealth first reported a position in SPYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.56M in Q3 2025. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fourth Dimension Wealth held 70 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.17K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Fourth Dimension Wealth position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #527 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
Fourth Dimension Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.56M in Q3 2025.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.