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

Glassman Wealth Services’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	$194K	Hold	2,205	–	–	0.02%	78
2026 Q1	$169K	Hold	2,205	–	–	0.02%	75
2025 Q4	$177K	Sell	2,205 -2	-0.1%	-$159	0.02%	81
2025 Q3	$173K	Hold	2,207	–	–	0.02%	76
2025 Q2	$160K	Sell	2,207 -54	-2%	-$3.63K	0.02%	79
2025 Q1	$149K	Sell	2,261 -134	-6%	-$9.27K	0.02%	77
2024 Q4	$165K	Buy	2,395 +188	+9%	+$13K	0.03%	70
2024 Q3	$149K	Hold	2,207	–	–	0.03%	76
2024 Q2	$141K	Hold	2,207	–	–	0.03%	80
2024 Q1	$136K	Hold	2,207	–	–	0.03%	76
2023 Q4	$123K	Sell	2,207 -15	-0.7%	-$786	0.02%	260
2023 Q3	$112K	Sell	2,222 -390	-15%	-$20.4K	0.02%	253
2023 Q2	$136K	Sell	2,612 -2,890	-53%	-$143K	0.02%	218
2023 Q1	$265K	Hold	5,502	–	–	0.05%	135
2022 Q4	$247K	Buy	5,502 +5,500	+275,000%	+$249K	0.05%	149
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1959
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1969
2022 Q1	$0	Hold	2	–	–	﹤0.01%	1927
2021 Q4	$0	Hold	2	–	–	﹤0.01%	1894
2021 Q3	$0	Buy	+2	New	+$104	﹤0.01%	1792

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

Glassman Wealth Services's SPYM Position: Q2 2026 in Review

Glassman Wealth Services held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 2,205 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #78.

Glassman Wealth Services first reported a position in SPYM in Q3 2021 and has held it in 20 quarters since. The position peaked at $265K in Q1 2023. 1,726 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Glassman Wealth Services held 2,205 shares of State Street SPDR Portfolio S&P 500 ETF worth $194K as of Q2 2026.
Glassman Wealth Services left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Glassman Wealth Services's portfolio in Q2 2026, its #78 holding.
Glassman Wealth Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
Glassman Wealth Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $265K in Q1 2023.
1,726 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.