NWAM LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

NWAM LLC’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	$7.9M	Buy	89,885 +9,152	+11%	+$781K	0.39%	59
2026 Q1	$6.18M	Buy	80,733 +6,313	+8%	+$505K	0.36%	72
2025 Q4	$6.07M	Sell	74,420 -88,851	-54%	-$7.07M	0.34%	72
2025 Q3	$12.9M	Sell	163,271 -6,995	-4%	-$528K	0.7%	25
2025 Q2	$12.6M	Buy	170,266 +134,652	+378%	+$9.05M	0.73%	22
2025 Q1	$2.34M	Sell	35,614 -132,039	-79%	-$9.13M	0.2%	110
2024 Q4	$11.6M	Buy	167,653 +63,055	+60%	+$4.37M	0.71%	27
2024 Q3	$7.06M	Buy	+104,598	New	+$6.8M	0.43%	45
2024 Q2	–	Sell	-107,433	Closed	-$6.55M	–	475
2024 Q1	$6.55M	Sell	107,433 -21,947	-17%	-$1.29M	0.53%	35
2023 Q4	$7.23M	Buy	129,380 +6,244	+5%	+$327K	0.58%	33
2023 Q3	$6.19M	Buy	123,136 +44,339	+56%	+$2.32M	0.63%	29
2023 Q2	$4.11M	Buy	78,797 +10,794	+16%	+$533K	0.34%	72
2023 Q1	$3.27M	Buy	68,003 +42,276	+164%	+$1.98M	0.33%	82
2022 Q4	$1.16M	Sell	25,727 -4,956	-16%	-$224K	0.1%	192
2022 Q3	$1.29M	Buy	30,683 +6,665	+28%	+$311K	0.12%	172
2022 Q2	$1.08M	Buy	24,018 +11,097	+86%	+$535K	0.1%	197
2022 Q1	$686K	Buy	12,921 +6,628	+105%	+$347K	0.05%	273
2021 Q4	$351K	Buy	6,293 +934	+17%	+$50.4K	0.03%	384
2021 Q3	$270K	Sell	5,359 -33,617	-86%	-$1.74M	0.02%	417
2021 Q2	$1.96M	Sell	38,976 -18,182	-32%	-$892K	0.18%	131
2021 Q1	$2.66M	Buy	+57,158	New	+$2.59M	0.27%	92

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

NWAM LLC's SPYM Position: Q2 2026 in Review

NWAM LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q2 2026, buying an estimated $781K and bringing the position to 89,885 shares worth $7.9M. The position accounts for 0.39% of the portfolio, ranked #59.

NWAM LLC first reported a position in SPYM in Q1 2021 and has held it in 21 quarters since. The position peaked at $12.9M in Q3 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

NWAM LLC held 89,885 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.9M as of Q2 2026.
NWAM LLC bought 9,152 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $781K.
State Street SPDR Portfolio S&P 500 ETF made up 0.39% of NWAM LLC's portfolio in Q2 2026, its #59 holding.
NWAM LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
NWAM LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $12.9M in Q3 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.