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

Independent Wealth Network’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	$17.3M	Sell	196,308 -3,044	-2%	-$260K	4.39%	2
2026 Q1	$15.3M	Buy	199,352 +47,214	+31%	+$3.78M	4.53%	2
2025 Q4	$12.2M	Buy	152,138 +2,846	+2%	+$226K	3.73%	3
2025 Q3	$11.7M	Buy	149,292 +4,420	+3%	+$333K	3.76%	3
2025 Q2	$10.5M	Buy	144,872 +996	+0.7%	+$67K	3.83%	2
2025 Q1	$9.46M	Buy	143,876 +2,060	+1%	+$142K	3.77%	1
2024 Q4	$9.78M	Buy	141,816 +23,006	+19%	+$1.59M	3.97%	2
2024 Q3	$8.02M	Sell	118,810 -5,022	-4%	-$327K	3.55%	4
2024 Q2	$7.93M	Sell	123,832 -4,231	-3%	-$260K	3.69%	3
2024 Q1	$7.88M	Sell	128,063 -1,233	-1%	-$72.2K	3.69%	3
2023 Q4	$7.23M	Buy	129,296 +24,857	+24%	+$1.3M	3.8%	3
2023 Q3	$5.25M	Sell	104,439 -635	-0.6%	-$33.2K	3.23%	5
2023 Q2	$5.48M	Buy	105,074 +10,515	+11%	+$519K	3.29%	4
2023 Q1	$4.55M	Buy	94,559 +2,110	+2%	+$99K	2.91%	5
2022 Q4	$4.16M	Buy	92,449 +875	+1%	+$39.5K	2.84%	6
2022 Q3	$3.85M	Buy	91,574 +3,979	+5%	+$186K	3%	5
2022 Q2	$3.88M	Buy	87,595 +3,921	+5%	+$189K	2.8%	5
2022 Q1	$4.45M	Buy	83,674 +2,953	+4%	+$155K	2.82%	6
2021 Q4	$4.51M	Buy	80,721 +1,974	+3%	+$107K	2.77%	5
2021 Q3	$4.3M	Buy	+78,747	New	+$4.08M	2.81%	5

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

Independent Wealth Network's SPYM Position: Q2 2026 in Review

Independent Wealth Network reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q2 2026, selling an estimated $260K and leaving 196,308 shares worth $17.3M. The position accounts for 4.39% of the portfolio, ranked #2.

Independent Wealth Network first reported a position in SPYM in Q3 2021 and has held it in 20 quarters since. 669 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Independent Wealth Network held 196,308 shares of State Street SPDR Portfolio S&P 500 ETF worth $17.3M as of Q2 2026.
Independent Wealth Network sold 3,044 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $260K.
State Street SPDR Portfolio S&P 500 ETF made up 4.39% of Independent Wealth Network's portfolio in Q2 2026, its #2 holding.
Independent Wealth Network first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
669 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.