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

IHT 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	$63.9M	Buy	+727,035	New	+$62M	1.36%	9
2025 Q4	–	Sell	-758,546	Closed	-$59.4M	–	1253
2025 Q3	$59.4M	Buy	758,546 +121,897	+19%	+$9.19M	1.5%	9
2025 Q2	$46.3M	Buy	636,649 +168,782	+36%	+$11.3M	1.27%	12
2025 Q1	$30.8M	Sell	467,867 -384,570	-45%	-$26.6M	0.96%	17
2024 Q4	$58.8M	Buy	852,437 +62,461	+8%	+$4.33M	1.9%	5
2024 Q3	$53.3M	Sell	789,976 -23,235	-3%	-$1.51M	1.51%	9
2024 Q2	$52M	Sell	813,211 -13,521	-2%	-$832K	1.94%	5
2024 Q1	$50.9M	Sell	826,732 -82,849	-9%	-$4.85M	2.04%	4
2023 Q4	$50.8M	Buy	909,581 +4,087	+0.5%	+$214K	2.27%	4
2023 Q3	$45.5M	Buy	905,494 +41,638	+5%	+$2.18M	2.31%	4
2023 Q2	$45M	Buy	863,856 +49,659	+6%	+$2.45M	2.34%	4
2023 Q1	$39.2M	Buy	814,197 +598,387	+277%	+$28.1M	2.24%	5
2022 Q4	$9.71M	Buy	215,810 +3,546	+2%	+$160K	0.61%	30
2022 Q3	$8.91M	Buy	212,264 +10,838	+5%	+$506K	0.68%	20
2022 Q2	$8.93M	Buy	201,426 +23,698	+13%	+$1.14M	0.79%	16
2022 Q1	$9.44M	Buy	177,728 +19,372	+12%	+$1.01M	0.72%	23
2021 Q4	$8.84M	Buy	158,356 +33,373	+27%	+$1.8M	0.65%	25
2021 Q3	$6.31M	Buy	124,983 +19,567	+19%	+$1.01M	0.51%	37
2021 Q2	$5.31M	Buy	105,416 +1,628	+2%	+$79.9K	0.34%	57
2021 Q1	$4.84M	Sell	103,788 -57,403	-36%	-$2.6M	0.35%	56
2020 Q4	$7.09M	Buy	161,191 +1,878	+1%	+$78.3K	0.59%	26
2020 Q3	$6.27M	Buy	159,313 +137,709	+637%	+$5.36M	0.63%	22
2020 Q2	$783K	Buy	21,604 +1,746	+9%	+$60K	0.11%	216
2020 Q1	$601K	Buy	19,858 +14,352	+261%	+$515K	0.09%	247
2019 Q4	$208K	Buy	+5,506	New	+$199K	0.02%	553

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

IHT Wealth Management's SPYM Position: Q2 2026 in Review

IHT Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 727,035 shares worth $63.9M. The stake represents 1.36% of the portfolio and ranks #9 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in SPYM as recently as Q3 2025.

IHT Wealth Management first reported a position in SPYM in Q4 2019 and has held it in 25 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

IHT Wealth Management held 727,035 shares of State Street SPDR Portfolio S&P 500 ETF worth $63.9M as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new IHT Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 1.36% of IHT Wealth Management's portfolio in Q2 2026, its #9 holding.
IHT Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.