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

Orgel Wealth Management’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	$1.73M	Buy	19,735 +7,550	+62%	+$644K	0.03%	53
2026 Q1	$933K	Buy	12,185 +5,219	+75%	+$417K	0.02%	55
2025 Q4	$559K	Buy	6,966 +811	+13%	+$64.5K	0.01%	61
2025 Q3	$482K	Buy	6,155 +625	+11%	+$47.1K	0.01%	63
2025 Q2	$402K	Buy	5,530 +1,953	+55%	+$131K	0.01%	68
2025 Q1	$235K	Buy	3,577 +239	+7%	+$16.5K	0.01%	78
2024 Q4	$230K	Buy	+3,338	New	+$231K	0.01%	82

Other funds holding SPYM

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 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

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

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

Orgel Wealth Management's SPYM Position: Q2 2026 in Review

Orgel Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 62% in Q2 2026, buying an estimated $644K and bringing the position to 19,735 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #53.

Orgel Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Orgel Wealth Management held 19,735 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.73M as of Q2 2026.
Orgel Wealth Management bought 7,550 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $644K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Orgel Wealth Management's portfolio in Q2 2026, its #53 holding.
Orgel Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.