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

Jackson 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	$3.93M	Sell	44,742 -493,957	-92%	-$42.1M	2.31%	10
2026 Q1	$41.2M	Buy	538,699 +7,894	+1%	+$631K	4.24%	6
2025 Q4	$42.6M	Sell	530,805 -33,262	-6%	-$2.65M	4.15%	6
2025 Q3	$44.2M	Buy	564,067 +60,671	+12%	+$4.58M	4.42%	6
2025 Q2	$36.6M	Buy	503,396 +241,147	+92%	+$16.2M	3.98%	6
2025 Q1	$17.2M	Buy	262,249 +3,791	+1%	+$262K	2.09%	11
2024 Q4	$17.8M	Buy	258,458 +14,192	+6%	+$984K	2.02%	10
2024 Q3	$16.5M	Buy	244,266 +121,794	+99%	+$7.92M	1.97%	10
2024 Q2	$7.84M	Sell	122,472 -129,125	-51%	-$7.95M	1.68%	12
2024 Q1	$15.5M	Buy	251,597 +5,014	+2%	+$294K	1.93%	10
2023 Q4	$13.8M	Sell	246,583 -11,866	-5%	-$622K	1.81%	10
2023 Q3	$13M	Sell	258,449 -354,345	-58%	-$18.5M	1.86%	9
2023 Q2	$31.9M	Buy	+612,794	New	+$30.2M	4.69%	4
2022 Q4	–	Sell	-297,092	Closed	-$12.5M	–	98
2022 Q3	$12.5M	Buy	297,092 +166,811	+128%	+$7.79M	2.46%	10
2022 Q2	$5.78M	Sell	130,281 -174,000	-57%	-$8.38M	2.68%	8
2022 Q1	$16.2M	Sell	304,281 -14,244	-4%	-$746K	2.24%	13
2021 Q4	$17.8M	Buy	318,525 +5,227	+2%	+$282K	2.25%	13
2021 Q3	$37K	Sell	313,298 -10,528	-3%	-$546K	0.45%	45
2021 Q2	$16.3M	Buy	323,826 +24,515	+8%	+$1.2M	2.06%	15
2021 Q1	$14M	Buy	299,311 +5,456	+2%	+$247K	2.09%	13
2020 Q4	$12.9M	Sell	293,855 -4,975	-2%	-$207K	1.76%	12
2020 Q3	$11.8M	Sell	298,830 -20,647	-6%	-$804K	1.76%	12
2020 Q2	$11.6M	Buy	319,477 +18,198	+6%	+$626K	2.06%	11
2020 Q1	$10.3M	Sell	301,279 -181,403	-38%	-$6.51M	2.16%	11
2019 Q4	$18.7M	Sell	482,682 -728,462	-60%	-$26.3M	3.1%	7
2019 Q3	$41.7M	Buy	1,211,144 +196,461	+19%	+$6.83M	8.74%	1
2019 Q2	$35.6M	Buy	1,014,683 +354,947	+54%	+$12M	7.75%	2
2019 Q1	$21.9M	Buy	659,736 +273,047	+71%	+$8.71M	5.36%	3
2018 Q4	$11M	Sell	386,689 -364,016	-48%	-$11.5M	3.3%	6
2018 Q3	$25.6M	Sell	750,705 -2,380	-0.3%	-$79.6K	5.38%	3
2018 Q2	$25.1M	Buy	753,085 +30,394	+4%	+$964K	5.84%	4
2018 Q1	$22.4M	Buy	722,691 +5,471	+0.8%	+$175K	6.25%	2
2017 Q4	$23.1M	Buy	+717,220	New	+$21.9M	5.85%	2

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Jackson Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 92% in Q2 2026, selling an estimated $42.1M and leaving 44,742 shares worth $3.93M. The position accounts for 2.31% of the portfolio, ranked #10.

Jackson Wealth Management first reported a position in SPYM in Q4 2017 and has held it in 33 quarters since. The position peaked at $44.2M in Q3 2025. 1,722 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Jackson Wealth Management held 44,742 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.93M as of Q2 2026.
Jackson Wealth Management sold 493,957 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $42.1M.
State Street SPDR Portfolio S&P 500 ETF made up 2.31% of Jackson Wealth Management's portfolio in Q2 2026, its #10 holding.
Jackson Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 33 quarters since.
Jackson Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $44.2M in Q3 2025.
1,722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.