Optivise Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Optivise Advisory Services’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	$270K	Sell	3,067 -719	-19%	-$61.3K	0.14%	172
2026 Q1	$290K	Sell	3,786 -8,466	-69%	-$677K	0.18%	134
2025 Q4	$983K	Buy	12,252 +8,287	+209%	+$659K	0.57%	48
2025 Q3	$311K	Buy	3,965 +604	+18%	+$45.6K	0.18%	124
2025 Q2	$244K	Sell	3,361 -225	-6%	-$15.1K	0.12%	171
2025 Q1	$236K	Sell	3,586 -1,263	-26%	-$87.4K	0.13%	162
2024 Q4	$334K	Sell	4,849 -1,329	-22%	-$92.1K	0.18%	115
2024 Q3	$417K	Sell	6,178 -365	-6%	-$23.7K	0.22%	94
2024 Q2	$419K	Buy	+6,543	New	+$403K	0.23%	94

Other funds holding SPYM

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

ETC

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

MMA

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

WAP

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

PCA

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

KFAA

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

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

Optivise Advisory Services's SPYM Position: Q2 2026 in Review

Optivise Advisory Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 19% in Q2 2026, selling an estimated $61.3K and leaving 3,067 shares worth $270K. The position accounts for 0.14% of the portfolio, ranked #172.

Optivise Advisory Services first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. The position peaked at $983K in Q4 2025. 647 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Optivise Advisory Services held 3,067 shares of State Street SPDR Portfolio S&P 500 ETF worth $270K as of Q2 2026.
Optivise Advisory Services sold 719 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $61.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.14% of Optivise Advisory Services's portfolio in Q2 2026, its #172 holding.
Optivise Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $983K in Q4 2025.
647 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.