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

National Wealth Management Group’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	$22.7M	Buy	258,146 +136,920	+113%	+$11.7M	7.01%	1
2026 Q1	$9.28M	Buy	121,226 +44,066	+57%	+$3.52M	3.46%	3
2025 Q4	$6.19M	Buy	77,160 +20,329	+36%	+$1.62M	2.15%	8
2025 Q3	$4.45M	Buy	56,831 +6,998	+14%	+$528K	1.68%	14
2025 Q2	$3.62M	Buy	49,833 +2,034	+4%	+$137K	2.03%	10
2025 Q1	$3.14M	Buy	47,799 +37,724	+374%	+$2.61M	2.07%	12
2024 Q4	$695K	Buy	10,075 +699	+7%	+$48.5K	0.46%	50
2024 Q3	$633K	Sell	9,376 -25,526	-73%	-$1.66M	0.43%	51
2024 Q2	$2.23M	Sell	34,902 -320	-0.9%	-$19.7K	1.7%	15
2024 Q1	$2.17M	Sell	35,222 -1,550	-4%	-$90.8K	1.69%	18
2023 Q4	$2.06M	Buy	36,772 +1,590	+5%	+$83.3K	1.99%	11
2023 Q3	$1.77M	Buy	+35,182	New	+$1.84M	1.92%	15

Other funds holding SPYM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

National Wealth Management Group's SPYM Position: Q2 2026 in Review

National Wealth Management Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 113% in Q2 2026, buying an estimated $11.7M and bringing the position to 258,146 shares worth $22.7M. The position accounts for 7.01% of the portfolio, ranked #1.

National Wealth Management Group first reported a position in SPYM in Q3 2023 and has held it in 12 quarters since. 891 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

National Wealth Management Group held 258,146 shares of State Street SPDR Portfolio S&P 500 ETF worth $22.7M as of Q2 2026.
National Wealth Management Group bought 136,920 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $11.7M.
State Street SPDR Portfolio S&P 500 ETF made up 7.01% of National Wealth Management Group's portfolio in Q2 2026, its #1 holding.
National Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.