ORG Wealth Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

ORG Wealth Partners’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	$602K	Buy	6,849 +6,486	+1,787%	+$553K	0.09%	133
2026 Q1	$27.8K	Hold	363	–	–	0.01%	379
2025 Q4	$29.1K	Sell	363 -13	-3%	-$1.03K	0.01%	359
2025 Q3	$29.5K	Hold	376	–	–	0.01%	353
2025 Q2	$27.3K	Hold	376	–	–	0.01%	377
2025 Q1	$24.8K	Hold	376	–	–	0.01%	420
2024 Q4	$25.9K	Sell	376 -107	-22%	-$7.42K	0.01%	317
2024 Q3	$32.6K	Buy	+483	New	+$31.4K	0.01%	281

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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 $44.6B AUM 28.94% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ORG Wealth Partners's SPYM Position: Q2 2026 in Review

ORG Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1,787% in Q2 2026, buying an estimated $553K and bringing the position to 6,849 shares worth $602K. The position accounts for 0.09% of the portfolio, ranked #133.

ORG Wealth Partners first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 891 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

ORG Wealth Partners held 6,849 shares of State Street SPDR Portfolio S&P 500 ETF worth $602K as of Q2 2026.
ORG Wealth Partners bought 6,486 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $553K.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of ORG Wealth Partners's portfolio in Q2 2026, its #133 holding.
ORG Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.