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

Golden State Wealth Management’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	$7.06M	Buy	80,364 +6,416	+9%	+$547K	0.64%	29
2026 Q1	$5.66M	Sell	73,948 -42,644	-37%	-$3.41M	0.62%	31
2025 Q4	$9.35M	Buy	116,592 +3,830	+3%	+$305K	0.99%	21
2025 Q3	$8.83M	Sell	112,762 -2,253	-2%	-$170K	0.97%	21
2025 Q2	$8.36M	Buy	115,015 +4,899	+4%	+$329K	1.02%	18
2025 Q1	$7.24M	Buy	110,116 +3,106	+3%	+$215K	1.08%	20
2024 Q4	$7.38M	Buy	+107,010	New	+$7.42M	1.11%	19
2022 Q1	$416K	Sell	7,831 -7,787	-50%	-$408K	0.08%	195
2021 Q4	$872K	Sell	15,618 -18,149	-54%	-$980K	0.15%	141
2021 Q3	$1.7M	Sell	33,767 -4,201	-11%	-$218K	0.37%	50
2021 Q2	$1.91M	Buy	37,968 +25,620	+207%	+$1.26M	0.42%	50
2021 Q1	$575K	Buy	12,348 +269	+2%	+$12.2K	0.19%	93
2020 Q4	$531K	Sell	12,079 -1,257	-9%	-$52.4K	0.15%	121
2020 Q3	$525K	Buy	+13,336	New	+$519K	0.18%	97
2020 Q2	–	Sell	-12,893	Closed	-$390K	–	795
2020 Q1	$390K	Buy	+12,893	New	+$463K	0.17%	87
2019 Q4	–	Sell	-13,892	Closed	-$484K	–	799
2019 Q3	$484K	Buy	13,892 +5,227	+60%	+$182K	0.16%	111
2019 Q2	$299K	Buy	8,665 +348	+4%	+$11.8K	0.09%	166
2019 Q1	$276K	Buy	+8,317	New	+$265K	0.09%	180

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Golden State Wealth Management's SPYM Position: Q2 2026 in Review

Golden State Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.7% in Q2 2026, buying an estimated $547K and bringing the position to 80,364 shares worth $7.06M. The position accounts for 0.64% of the portfolio, ranked #29.

Golden State Wealth Management first reported a position in SPYM in Q1 2019 and has held it in 18 quarters since. The position peaked at $9.35M in Q4 2025. 909 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Golden State Wealth Management held 80,364 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.06M as of Q2 2026.
Golden State Wealth Management bought 6,416 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $547K.
State Street SPDR Portfolio S&P 500 ETF made up 0.64% of Golden State Wealth Management's portfolio in Q2 2026, its #29 holding.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and has held it in 18 quarters since.
Golden State Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.35M in Q4 2025.
909 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.