Laurel Wealth Advisors (North Carolina)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$796K	Buy	9,058 +2	+0%	+$171	0.08%	126
2026 Q1	$786K	Sell	9,056 -136	-1%	-$10.9K	0.08%	126
2025 Q4	$737K	Sell	9,192 -188	-2%	-$15K	0.1%	123
2025 Q3	$735K	Sell	9,380 -82	-0.9%	-$6.18K	0.1%	126
2025 Q2	$688K	Hold	9,462	–	–	0.1%	128
2025 Q1	$622K	Sell	9,462 -22	-0.2%	-$1.52K	0.1%	123
2024 Q4	$654K	Buy	9,484 +44	+0.5%	+$3.05K	0.1%	122
2024 Q3	$637K	Buy	9,440 +193	+2%	+$12.6K	0.1%	122
2024 Q2	$592K	Buy	9,247 +127	+1%	+$7.82K	0.1%	125
2024 Q1	$561K	Buy	9,120 +42	+0.5%	+$2.46K	0.1%	124
2023 Q4	$507K	Sell	9,078 -503	-5%	-$26.4K	0.1%	123
2023 Q3	$482K	Buy	9,581 +595	+7%	+$31.1K	0.1%	122
2023 Q2	$468K	Sell	8,986 -145	-2%	-$7.16K	0.09%	124
2023 Q1	$440K	Buy	9,131 +3,499	+62%	+$164K	0.09%	128
2022 Q4	$253K	Buy	5,632 +872	+18%	+$39.4K	0.06%	147
2022 Q3	$200K	Buy	4,760 +3,528	+286%	+$165K	0.05%	157
2022 Q2	$55K	Sell	1,232 -328	-21%	-$15.8K	0.01%	247
2022 Q1	$83K	Buy	1,560 +100	+7%	+$5.24K	0.02%	235
2021 Q4	$82K	Buy	1,460 +170	+13%	+$9.18K	0.02%	236
2021 Q3	$65K	Buy	1,290 +20	+2%	+$1.04K	0.01%	251
2021 Q2	$64K	Sell	1,270 -50	-4%	-$2.45K	0.01%	256
2021 Q1	$62K	Sell	1,320 -400	-23%	-$18.1K	0.02%	249
2020 Q4	$76K	Sell	1,720 -30	-2%	-$1.25K	0.02%	222
2020 Q3	$69K	Hold	1,750	–	–	0.02%	209
2020 Q2	$63K	Hold	1,750	–	–	0.02%	213
2020 Q1	$53K	Hold	1,750	–	–	0.02%	220
2019 Q4	$66K	Sell	1,750 -300	-15%	-$10.8K	0.02%	222
2019 Q3	$71K	Hold	2,050	–	–	0.02%	213
2019 Q2	$71K	Buy	2,050 +1,100	+116%	+$37.3K	0.03%	210
2019 Q1	$32K	Hold	950	–	–	0.01%	269
2018 Q4	$28K	Buy	+950	New	+$30K	0.01%	267

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

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 $44.6B AUM 28.94% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SPYM Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.02% in Q2 2026, buying an estimated $171 and bringing the position to 9,058 shares worth $796K. The position accounts for 0.08% of the portfolio, ranked #126.

Laurel Wealth Advisors (North Carolina) first reported a position in SPYM in Q4 2018 and has held it in 31 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 9,058 shares of State Street SPDR Portfolio S&P 500 ETF worth $796K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 2 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $171.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #126 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.