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

FWL Investment 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	$105K	Buy	+1,192	New	+$102K	0.02%	143
2026 Q1	–	Sell	-1,097	Closed	-$88K	–	399
2025 Q4	$88K	Buy	+1,097	New	+$87.2K	0.02%	123

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

FWL Investment Management's SPYM Position: Q2 2026 in Review

FWL Investment Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 1,192 shares worth $105K. The stake represents 0.02% of the portfolio and ranks #143 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in SPYM as recently as Q4 2025.

FWL Investment Management first reported a position in SPYM in Q4 2025 and has held it in 2 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

FWL Investment Management held 1,192 shares of State Street SPDR Portfolio S&P 500 ETF worth $105K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new FWL Investment Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #143 holding.
FWL Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.