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

FSR 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	$824K	Buy	9,371 +331	+4%	+$28.2K	0.94%	21
2026 Q1	$692K	Buy	9,040 +2,410	+36%	+$193K	0.86%	26
2025 Q4	$532K	Sell	6,630 -3,306	-33%	-$263K	0.62%	23
2025 Q3	$778K	Sell	9,936 -2,354	-19%	-$178K	0.92%	19
2025 Q2	$893K	Sell	12,290 -1,063	-8%	-$71.5K	1.15%	17
2025 Q1	$878K	Sell	13,353 -5,106	-28%	-$353K	1.16%	19
2024 Q4	$1.27M	Buy	+18,459	New	+$1.28M	1.6%	17

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

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

FSR Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.7% in Q2 2026, buying an estimated $28.2K and bringing the position to 9,371 shares worth $824K. The position accounts for 0.94% of the portfolio, ranked #21.

FSR Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2024. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

FSR Wealth Management held 9,371 shares of State Street SPDR Portfolio S&P 500 ETF worth $824K as of Q2 2026.
FSR Wealth Management bought 331 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $28.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.94% of FSR Wealth Management's portfolio in Q2 2026, its #21 holding.
FSR Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
FSR Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.27M in Q4 2024.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on FSR Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.