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

JPL 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	$23.8M	Buy	271,169 +89,860	+50%	+$7.67M	4.73%	1
2026 Q1	$13.9M	Buy	181,309 +85,752	+90%	+$6.86M	3.19%	2
2025 Q4	$7.67M	Buy	95,557 +87,586	+1,099%	+$6.97M	1.87%	12
2025 Q3	$624K	Buy	+7,971	New	+$601K	0.15%	88
2025 Q1	–	Sell	-19,630	Closed	-$1.35M	–	119
2024 Q4	$1.35M	Buy	+19,630	New	+$1.36M	0.39%	72

Other funds holding SPYM

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

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 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

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

JPL Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 50% in Q2 2026, buying an estimated $7.67M and bringing the position to 271,169 shares worth $23.8M. The position accounts for 4.73% of the portfolio, ranked #1.

JPL Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 5 quarters since. 1,732 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

JPL Wealth Management held 271,169 shares of State Street SPDR Portfolio S&P 500 ETF worth $23.8M as of Q2 2026.
JPL Wealth Management bought 89,860 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.67M.
State Street SPDR Portfolio S&P 500 ETF made up 4.73% of JPL Wealth Management's portfolio in Q2 2026, its #1 holding.
JPL Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
1,732 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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