GG
SPYM

GenWealth Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

GenWealth Group’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 		$14.9M Sell
170,111
-2,085
-1% -$178K 2.33% 14
2026
Q1 		$13.2M Buy
172,196
+9,411
+6% +$753K 2.25% 11
2025
Q4 		$13.3M Sell
162,785
-1,168
-0.7% -$92.9K 2.26% 14
2025
Q3 		$12.8M Sell
163,953
-7,559
-4% -$570K 2.39% 14
2025
Q2 		$12.5M Buy
171,512
+2,934
+2% +$197K 2.51% 14
2025
Q1 		$11.1M Buy
168,578
+3,325
+2% +$230K 2.44% 11
2024
Q4 		$11.4M Sell
165,253
-3,329
-2% -$231K 2.59% 14
2024
Q3 		$11.4M Buy
168,582
+611
+0.4% +$39.7K 2.62% 13
2024
Q2 		$10.8M Buy
167,971
+1,056
+0.6% +$65K 2.65% 13
2024
Q1 		$10.3M Buy
166,915
+229
+0.1% +$13.4K 2.59% 13
2023
Q4 		$9.32M Sell
166,686
-2,548
-2% -$133K 2.57% 13
2023
Q3 		$8.51M Sell
169,234
-10,070
-6% -$527K 2.58% 14
2023
Q2 		$9.34M Sell
179,304
-473
-0.3% -$23.3K 2.69% 14
2023
Q1 		$8.66M Sell
179,777
-6,923
-4% -$325K 2.65% 14
2022
Q4 		$8.4M Sell
186,700
-7,874
-4% -$356K 2.75% 14
2022
Q3 		$8.17M Sell
194,574
-14,778
-7% -$690K 2.77% 9
2022
Q2 		$9.28M Sell
209,352
-9,805
-4% -$472K 2.97% 9
2022
Q1 		$11.6M Buy
219,157
+11,843
+6% +$620K 3.23% 13
2021
Q4 		$11.6M Sell
207,314
-2,229
-1% -$120K 3.13% 13
2021
Q3 		$10.6M Buy
209,543
+1,989
+1% +$103K 3.1% 13
2021
Q2 		$10.4M Sell
207,554
-15,252
-7% -$749K 3.08% 13
2021
Q1 		$10.4M Buy
222,806
+68,439
+44% +$3.1M 3.3% 12
2020
Q4 		$6.79M Sell
154,367
-7,638
-5% -$319K 2.25% 15
2020
Q3 		$6.49M Sell
162,005
-11,818
-7% -$460K 2.35% 15
2020
Q2 		$6.34M Sell
173,823
-165
-0.1% -$5.67K 2.46% 16
2020
Q1 		$5.26M Buy
173,988
+5,888
+4% +$211K 2.29% 11
2019
Q4 		$6.36M Buy
168,100
+41,574
+33% +$1.5M 2.46% 14
2019
Q3 		$4.41M Buy
126,526
+73,658
+139% +$2.56M 1.83% 14
2019
Q2 		$1.84M Buy
+52,868
New +$1.79M 0.79% 24

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

GenWealth Group's SPYM Position: Q2 2026 in Review

GenWealth Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.2% in Q2 2026, selling an estimated $178K and leaving 170,111 shares worth $14.9M. The position accounts for 2.33% of the portfolio, ranked #14.

GenWealth Group first reported a position in SPYM in Q2 2019 and has held it in 29 quarters since. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • GenWealth Group held 170,111 shares of State Street SPDR Portfolio S&P 500 ETF worth $14.9M as of Q2 2026.
  • GenWealth Group sold 2,085 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $178K.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.33% of GenWealth Group's portfolio in Q2 2026, its #14 holding.
  • GenWealth Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 29 quarters since.
  • 624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.