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

FSB Premier 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	$11.1M	Sell	126,464 -7,835	-6%	-$668K	3.13%	2
2026 Q1	$10.3M	Sell	134,299 -1,359	-1%	-$109K	3.22%	2
2025 Q4	$10.9M	Sell	135,658 -542	-0.4%	-$43.1K	3.45%	2
2025 Q3	$10.7M	Sell	136,200 -1,971	-1%	-$149K	3.51%	2
2025 Q2	$10M	Sell	138,171 -377	-0.3%	-$25.4K	3.58%	2
2025 Q1	$9.11M	Sell	138,548 -6,840	-5%	-$473K	3.55%	2
2024 Q4	$10M	Sell	145,388 -2,609	-2%	-$181K	4.02%	2
2024 Q3	$9.99M	Buy	147,997 +745	+0.5%	+$48.4K	4.09%	2
2024 Q2	$9.42M	Buy	147,252 +716	+0.5%	+$44.1K	4.25%	2
2024 Q1	$9.02M	Sell	146,536 -4,951	-3%	-$290K	4.2%	4
2023 Q4	$8.47M	Sell	151,487 -2,638	-2%	-$138K	4.24%	4
2023 Q3	$7.75M	Sell	154,125 -5,637	-4%	-$295K	4.31%	4
2023 Q2	$8.33M	Sell	159,762 -1,231	-0.8%	-$60.8K	4.52%	4
2023 Q1	$7.75M	Sell	160,993 -6,503	-4%	-$305K	4.31%	5
2022 Q4	$7.53M	Sell	167,496 -3,663	-2%	-$166K	4.13%	6
2022 Q3	$7.19M	Buy	171,159 +3,175	+2%	+$148K	4.2%	5
2022 Q2	$7.45M	Sell	167,984 -3,381	-2%	-$163K	4.13%	5
2022 Q1	$8.62M	Sell	171,365 -21,435	-11%	-$1.12M	4.32%	4
2021 Q4	$10.8M	Buy	192,800 +3,419	+2%	+$185K	4.49%	3
2021 Q3	$9.56M	Buy	189,381 +150	+0.1%	+$7.78K	4.79%	4
2021 Q2	$9.52M	Sell	189,231 -3,393	-2%	-$167K	4.87%	4
2021 Q1	$8.98M	Sell	192,624 -50,517	-21%	-$2.29M	4.84%	5
2020 Q4	$10.7M	Buy	+243,141	New	+$10.1M	5.72%	2

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

FSB Premier Wealth Management's SPYM Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.8% in Q2 2026, selling an estimated $668K and leaving 126,464 shares worth $11.1M. The position accounts for 3.13% of the portfolio, ranked #2.

FSB Premier Wealth Management first reported a position in SPYM in Q4 2020 and has held it in 23 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

FSB Premier Wealth Management held 126,464 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.1M as of Q2 2026.
FSB Premier Wealth Management sold 7,835 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $668K.
State Street SPDR Portfolio S&P 500 ETF made up 3.13% of FSB Premier Wealth Management's portfolio in Q2 2026, its #2 holding.
FSB Premier Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 23 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 FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.