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

New Wave 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	$4.85M	Buy	55,242 +50,469	+1,057%	+$4.31M	1.32%	20
2026 Q1	$365K	Buy	+4,773	New	+$382K	0.13%	115
2025 Q1	–	Sell	-2,819	Closed	-$194K	–	595
2024 Q4	$194K	Sell	2,819 -1,285	-31%	-$89.1K	0.08%	138
2024 Q3	$277K	Sell	4,104 -649	-14%	-$42.2K	0.13%	113
2024 Q2	$304K	Buy	+4,753	New	+$293K	0.16%	97

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

New Wave Wealth Advisors's SPYM Position: Q2 2026 in Review

New Wave Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1,057% in Q2 2026, buying an estimated $4.31M and bringing the position to 55,242 shares worth $4.85M. The position accounts for 1.32% of the portfolio, ranked #20.

New Wave Wealth Advisors first reported a position in SPYM in Q2 2024 and has held it in 5 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

New Wave Wealth Advisors held 55,242 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.85M as of Q2 2026.
New Wave Wealth Advisors bought 50,469 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.31M.
State Street SPDR Portfolio S&P 500 ETF made up 1.32% of New Wave Wealth Advisors's portfolio in Q2 2026, its #20 holding.
New Wave Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 5 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.