NW
SPYM

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

Naviter Wealth’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 		$240K Buy
+2,727
New +$233K 0.02% 282
2025
Q4 		– Sell
-2,727
Closed -$214K – 285
2025
Q3 		$214K Buy
+2,727
New +$206K 0.02% 251

Other funds holding SPYM

Jones Financial Companies
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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Naviter Wealth's SPYM Position: Q2 2026 in Review

Naviter Wealth opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,727 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #282 among its holdings. This is a return to the name: Naviter Wealth previously reported a position in SPYM as recently as Q3 2025.

Naviter Wealth first reported a position in SPYM in Q3 2025 and has held it in 2 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Naviter Wealth held 2,727 shares of State Street SPDR Portfolio S&P 500 ETF worth $240K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Naviter Wealth position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Naviter Wealth's portfolio in Q2 2026, its #282 holding.
  • Naviter Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.