GoalVest Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

GoalVest 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	$1.77M	Hold	20,093	–	–	0.33%	41
2026 Q1	$1.54M	Sell	20,093 -24	-0.1%	-$1.92K	0.3%	58
2025 Q4	$1.61M	Hold	20,117	–	–	0.31%	48
2025 Q3	$1.58M	Hold	20,117	–	–	0.33%	53
2025 Q2	$1.46M	Sell	20,117 -323	-2%	-$21.7K	0.36%	53
2025 Q1	$1.34M	Sell	20,440 -11	-0.1%	-$761	0.37%	57
2024 Q4	$1.41M	Buy	20,451 +285	+1%	+$19.8K	0.39%	45
2024 Q3	$1.36M	Sell	20,166 -961	-5%	-$62.5K	0.39%	47
2024 Q2	$1.35M	Sell	21,127 -191	-0.9%	-$11.8K	0.43%	38
2024 Q1	$1.31M	Sell	21,318 -122	-0.6%	-$7.14K	0.44%	38
2023 Q4	$1.2M	Buy	21,440 +282	+1%	+$14.8K	0.53%	26
2023 Q3	$1.06M	Buy	21,158 +131	+0.6%	+$6.85K	0.53%	28
2023 Q2	$1.1M	Buy	21,027 +17,891	+571%	+$883K	0.57%	22
2023 Q1	$151K	Buy	3,136 +504	+19%	+$23.6K	0.09%	75
2022 Q4	$118K	Buy	2,632 +1,457	+124%	+$65.8K	0.08%	85
2022 Q3	$49K	Sell	1,175 -221	-16%	-$10.3K	0.03%	113
2022 Q2	$63K	Buy	1,396 +1,285	+1,158%	+$61.9K	0.04%	155
2022 Q1	$6K	Buy	+111	New	+$5.81K	﹤0.01%	267
2021 Q1	–	Sell	-75	Closed	-$3K	–	229
2020 Q4	$3K	Buy	+75	New	+$3.13K	﹤0.01%	187

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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 $44.6B AUM 28.94% 1-Year Est. Return

GoalVest Advisory's SPYM Position: Q2 2026 in Review

GoalVest Advisory held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 20,093 shares worth $1.77M. The position accounts for 0.33% of the portfolio, ranked #41.

GoalVest Advisory first reported a position in SPYM in Q4 2020 and has held it in 19 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

GoalVest Advisory held 20,093 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.77M as of Q2 2026.
GoalVest Advisory 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 0.33% of GoalVest Advisory's portfolio in Q2 2026, its #41 holding.
GoalVest Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 19 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.