GSEP
SPYM

Golden State Equity Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Golden State Equity Partners’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
-33,571
Closed -$2.57M – 1558
2026
Q1 		$2.57M Buy
33,571
+17,103
+104% +$1.37M 0.19% 121
2025
Q4 		$1.32M Sell
16,468
-325
-2% -$25.8K 0.21% 105
2025
Q3 		$1.32M Sell
16,793
-350
-2% -$26.4K 0.22% 109
2025
Q2 		$1.25M Sell
17,143
-111,113
-87% -$7.47M 0.23% 102
2025
Q1 		$8.43M Sell
128,256
-20,199
-14% -$1.4M 1.67% 6
2024
Q4 		$10.2M Buy
148,455
+148,205
+59,282% +$10.3M 1.96% 5
2024
Q3 		$16.9K Sell
250
-125,497
-100% -$8.16M 0.01% 526
2024
Q2 		$8.05M Buy
+125,747
New +$7.74M 1.68% 7
2023
Q4 		$5.26M Buy
94,011
+56,940
+154% +$2.98M 1.28% 13
2023
Q3 		$1.86M Buy
37,071
+7,964
+27% +$417K 0.52% 46
2023
Q2 		$1.52M Buy
+29,107
New +$1.44M 0.43% 52

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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Golden State Equity Partners's SPYM Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 33,571 shares — an estimated $2.57M sold.

Golden State Equity Partners first reported a position in SPYM in Q2 2023 and held it in 11 quarters. The position peaked at $10.2M in Q4 2024. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Golden State Equity Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 33,571 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.57M.
  • Golden State Equity Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and held it in 11 quarters.
  • Golden State Equity Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.2M in Q4 2024.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.