Global Wealth Strategies & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-799	Closed	-$61.2K	–	406
2026 Q1	$61.2K	Hold	799	–	–	0.02%	153
2025 Q4	$64.1K	Hold	799	–	–	0.02%	134
2025 Q3	$62.6K	Buy	799 +43	+6%	+$3.24K	0.02%	131
2025 Q2	$55K	Sell	756 -3	-0.4%	-$202	0.02%	106
2025 Q1	$49.9K	Buy	+759	New	+$52.5K	0.02%	116

Other funds holding SPYM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Global Wealth Strategies & Associates's SPYM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 799 shares — an estimated $61.2K sold.

Global Wealth Strategies & Associates first reported a position in SPYM in Q1 2025 and held it in 5 quarters. The position peaked at $64.1K in Q4 2025. 746 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 799 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $61.2K.
Global Wealth Strategies & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and held it in 5 quarters.
Global Wealth Strategies & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $64.1K in Q4 2025.
746 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.