JWCA
SPYM

J.W. Cole Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

J.W. Cole Advisors’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 		$6.42M Sell
73,087
-1,643
-2% -$140K 0.11% 190
2026
Q1 		$5.72M Sell
74,730
-70
-0.1% -$5.6K 0.19% 100
2025
Q4 		$2.16M Buy
74,800
+5,526
+8% +$439K 0.05% 372
2025
Q3 		$5.43M Buy
69,274
+360
+0.5% +$27.2K 0.1% 194
2025
Q2 		$5.01M Buy
68,914
+49,674
+258% +$3.34M 0.11% 195
2025
Q1 		$1.27M Sell
19,240
-40,555
-68% -$2.8M 0.04% 456
2024
Q4 		$4.12M Buy
59,795
+16,127
+37% +$1.12M 0.17% 132
2024
Q3 		$2.95M Buy
43,668
+4,473
+11% +$291K 0.12% 168
2024
Q2 		$2.51M Buy
39,195
+5,633
+17% +$347K 0.12% 180
2024
Q1 		$2.07M Buy
33,562
+5,593
+20% +$328K 0.1% 206
2023
Q4 		$1.56M Buy
27,969
+8,747
+46% +$458K 0.09% 229
2023
Q3 		$966K Buy
19,222
+6,573
+52% +$344K 0.07% 261
2023
Q2 		$659K Buy
12,649
+228
+2% +$11.3K 0.05% 358
2023
Q1 		$598K Sell
12,421
-165
-1% -$7.74K 0.04% 405
2022
Q4 		$566K Buy
12,586
+653
+5% +$29.5K 0.04% 394
2022
Q3 		$501K Buy
11,933
+573
+5% +$26.8K 0.04% 396
2022
Q2 		$504K Sell
11,360
-1,495
-12% -$72K 0.04% 409
2022
Q1 		$683K Buy
12,855
+525
+4% +$27.5K 0.05% 369
2021
Q4 		$688K Buy
+12,330
New +$666K 0.04% 376
2021
Q3 		– Sell
-11,160
Closed -$562K – 728
2021
Q2 		$562K Buy
11,160
+415
+4% +$20.4K 0.04% 402
2021
Q1 		$501K Buy
10,745
+4,124
+62% +$187K 0.05% 389
2020
Q4 		$291K Buy
+6,621
New +$276K 0.03% 486

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

J.W. Cole Advisors's SPYM Position: Q2 2026 in Review

J.W. Cole Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.2% in Q2 2026, selling an estimated $140K and leaving 73,087 shares worth $6.42M. The position accounts for 0.11% of the portfolio, ranked #190.

J.W. Cole Advisors first reported a position in SPYM in Q4 2020 and has held it in 22 quarters since. 883 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • J.W. Cole Advisors held 73,087 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.42M as of Q2 2026.
  • J.W. Cole Advisors sold 1,643 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $140K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.11% of J.W. Cole Advisors's portfolio in Q2 2026, its #190 holding.
  • J.W. Cole Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • 883 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.