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

JFS Wealth 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	$349K	Buy	3,976 +6	+0.2%	+$512	0.02%	270
2026 Q1	$304K	Buy	3,970 +5	+0.1%	+$400	0.02%	276
2025 Q4	$318K	Buy	3,965 +53	+1%	+$4.21K	0.02%	267
2025 Q3	$306K	Buy	3,912 +6	+0.2%	+$453	0.02%	277
2025 Q2	$284K	Sell	3,906 -166	-4%	-$11.2K	0.02%	264
2025 Q1	$268K	Buy	4,072 +179	+5%	+$12.4K	0.02%	272
2024 Q4	$268K	Buy	3,893 +7	+0.2%	+$485	0.02%	263
2024 Q3	$262K	Buy	3,886 +6	+0.2%	+$390	0.02%	258
2024 Q2	$248K	Buy	3,880 +7	+0.2%	+$431	0.02%	217
2024 Q1	$238K	Buy	3,873 +6	+0.2%	+$351	0.02%	229
2023 Q4	$216K	Sell	3,867 -1,667	-30%	-$87.3K	0.02%	225
2023 Q3	$278K	Buy	5,534 +7	+0.1%	+$366	0.03%	187
2023 Q2	$288K	Buy	5,527 +8	+0.1%	+$395	0.03%	182
2023 Q1	$266K	Buy	5,519 +7	+0.1%	+$328	0.03%	185
2022 Q4	$248K	Buy	5,512 +7	+0.1%	+$316	0.02%	198
2022 Q3	$231K	Buy	5,505 +10	+0.2%	+$467	0.03%	203
2022 Q2	$244K	Buy	5,495 +8	+0.1%	+$386	0.03%	192
2022 Q1	$292K	Buy	5,487 +6	+0.1%	+$314	0.03%	194
2021 Q4	$306K	Hold	5,481	–	–	0.03%	192
2021 Q3	$277K	Hold	5,481	–	–	0.03%	194
2021 Q2	$276K	Buy	5,481 +6	+0.1%	+$294	0.04%	148
2021 Q1	$255K	Buy	5,475 +7	+0.1%	+$317	0.05%	133
2020 Q4	$240K	Buy	5,468 +288	+6%	+$12K	0.05%	133
2020 Q3	$204K	Sell	5,180 -372	-7%	-$14.5K	0.05%	135
2020 Q2	$201K	Buy	5,552 +134	+2%	+$4.61K	0.05%	137
2020 Q1	$164K	Buy	5,418 +1,536	+40%	+$55.1K	0.05%	139
2019 Q4	$147K	Buy	3,882 +9	+0.2%	+$325	0.04%	161
2019 Q3	$135K	Sell	3,873 -175	-4%	-$6.08K	0.03%	164
2019 Q2	$140K	Buy	4,048 +9	+0.2%	+$305	0.04%	159
2019 Q1	$134K	Buy	4,039 +8	+0.2%	+$255	0.03%	162
2018 Q4	$118K	Buy	4,031 +97	+2%	+$3.06K	0.03%	161
2018 Q3	$134K	Buy	3,934 +3,334	+556%	+$111K	0.03%	169
2018 Q2	$19K	Buy	+600	New	+$19K	0.01%	320

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

JFS Wealth Advisors's SPYM Position: Q2 2026 in Review

JFS Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.15% in Q2 2026, buying an estimated $512 and bringing the position to 3,976 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #270.

JFS Wealth Advisors first reported a position in SPYM in Q2 2018 and has held it in 33 quarters since. 1,726 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

JFS Wealth Advisors held 3,976 shares of State Street SPDR Portfolio S&P 500 ETF worth $349K as of Q2 2026.
JFS Wealth Advisors bought 6 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $512.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #270 holding.
JFS Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 33 quarters since.
1,726 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.