Newport Capital Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Newport Capital 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	$518K	Buy	+5,890	New	+$503K	0.29%	39

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mirae Asset Global Investments

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Newport Capital Group's SPYM Position: Q2 2026 in Review

Newport Capital Group opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 5,890 shares worth $518K. The stake represents 0.29% of the portfolio and ranks #39 among its holdings.

624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Newport Capital Group held 5,890 shares of State Street SPDR Portfolio S&P 500 ETF worth $518K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Newport Capital Group position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.29% of Newport Capital Group's portfolio in Q2 2026, its #39 holding.
624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Newport Capital Group's 13F filing for Q2 2026, filed 21 Jul 2026.