NLP
SPYM

Next Level Private’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Next Level Private’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 		$223K Buy
+2,537
New +$216K 0.04% 165
2022
Q3 		– Sell
-9,607
Closed -$426K – 160
2022
Q2 		$426K Buy
+9,607
New +$463K 0.16% 94

Other funds holding SPYM

GI
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
KFAA
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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Next Level Private's SPYM Position: Q2 2026 in Review

Next Level Private opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,537 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #165 among its holdings. This is a return to the name: Next Level Private previously reported a position in SPYM as recently as Q2 2022.

Next Level Private first reported a position in SPYM in Q2 2022 and has held it in 2 quarters since. The position peaked at $426K in Q2 2022. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Next Level Private held 2,537 shares of State Street SPDR Portfolio S&P 500 ETF worth $223K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Next Level Private position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Next Level Private's portfolio in Q2 2026, its #165 holding.
  • Next Level Private first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 2 quarters since.
  • Next Level Private's State Street SPDR Portfolio S&P 500 ETF position peaked at $426K in Q2 2022.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.