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

Global Wealth Management Investment Advisory’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	$365K	Buy	4,153 +588	+16%	+$50.2K	0.05%	129
2026 Q1	$273K	Buy	3,565 +160	+5%	+$12.8K	0.04%	132
2025 Q4	$273K	Sell	3,405 -70	-2%	-$5.57K	0.04%	132
2025 Q3	$272K	Buy	+3,475	New	+$262K	0.05%	136

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

Global Wealth Management Investment Advisory's SPYM Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q2 2026, buying an estimated $50.2K and bringing the position to 4,153 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #129.

Global Wealth Management Investment Advisory first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Global Wealth Management Investment Advisory held 4,153 shares of State Street SPDR Portfolio S&P 500 ETF worth $365K as of Q2 2026.
Global Wealth Management Investment Advisory bought 588 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $50.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #129 holding.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.