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

Fusion Family 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	$280K	Sell	3,190 -25	-0.8%	-$2.13K	0.02%	47
2026 Q1	$246K	Buy	3,215 +170	+6%	+$13.6K	0.02%	46
2025 Q4	$244K	Sell	3,045 -822	-21%	-$65.4K	0.02%	44
2025 Q3	$303K	Sell	3,867 -275	-7%	-$20.7K	0.02%	42
2025 Q2	$301K	Hold	4,142	–	–	0.03%	40
2025 Q1	$272K	Buy	4,142 +119	+3%	+$8.23K	0.03%	40
2024 Q4	$277K	Hold	4,023	–	–	0.03%	41
2024 Q3	$272K	Hold	4,023	–	–	0.03%	41
2024 Q2	$257K	Hold	4,023	–	–	0.03%	41
2024 Q1	$248K	Buy	4,023 +1	+0%	+$59	0.03%	41
2023 Q4	$225K	Hold	4,022	–	–	0.03%	40
2023 Q3	$202K	Hold	4,022	–	–	0.03%	42
2023 Q2	$210K	Buy	+4,022	New	+$198K	0.03%	45
2021 Q2	–	Sell	-1,001	Closed	-$47K	–	90
2021 Q1	$47K	Buy	1,001 +12	+1%	+$544	0.01%	54
2020 Q4	$43K	Hold	989	–	–	0.01%	53
2020 Q3	$39K	Sell	989 -101	-9%	-$3.93K	0.01%	55
2020 Q2	$40K	Sell	1,090 -106	-9%	-$3.65K	0.01%	58
2020 Q1	$36K	Buy	1,196 +54	+5%	+$1.94K	0.01%	64
2019 Q4	$43K	Hold	1,142	–	–	0.01%	66
2019 Q3	$40K	Buy	1,142 +351	+44%	+$12.2K	0.01%	67
2019 Q2	$27K	Buy	791 +71	+10%	+$2.41K	0.01%	95
2019 Q1	$24K	Sell	720 -26,429	-97%	-$844K	0.01%	88
2018 Q4	$793K	Buy	27,149 +26,670	+5,568%	+$841K	0.23%	30
2018 Q3	$16K	Sell	479 -10	-2%	-$334	﹤0.01%	179
2018 Q2	$16K	Buy	+489	New	+$15.5K	﹤0.01%	196

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

Fusion Family Wealth's SPYM Position: Q2 2026 in Review

Fusion Family Wealth reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.78% in Q2 2026, selling an estimated $2.13K and leaving 3,190 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #47.

Fusion Family Wealth first reported a position in SPYM in Q2 2018 and has held it in 25 quarters since. The position peaked at $793K in Q4 2018. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fusion Family Wealth held 3,190 shares of State Street SPDR Portfolio S&P 500 ETF worth $280K as of Q2 2026.
Fusion Family Wealth sold 25 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.13K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Fusion Family Wealth's portfolio in Q2 2026, its #47 holding.
Fusion Family Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 25 quarters since.
Fusion Family Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $793K in Q4 2018.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Fusion Family Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.