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

Outlook Wealth Advisors’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	$2.6M	Buy	29,453 +5,603	+23%	+$478K	0.56%	39
2026 Q1	$1.83M	Buy	23,850 +7,432	+45%	+$594K	0.44%	49
2025 Q4	$1.32M	Buy	16,418 +7,453	+83%	+$593K	0.3%	70
2025 Q3	$702K	Sell	8,965 -179	-2%	-$13.5K	0.18%	121
2025 Q2	$665K	Buy	9,144 +1,594	+21%	+$107K	0.17%	115
2025 Q1	$496K	Buy	7,550 +29	+0.4%	+$2.01K	0.14%	136
2024 Q4	$518K	Buy	7,521 +81	+1%	+$5.62K	0.15%	130
2024 Q3	$502K	Sell	7,440 -712	-9%	-$46.3K	0.14%	132
2024 Q2	$689K	Sell	8,152 -2,934	-26%	-$181K	0.21%	94
2024 Q1	$682K	Sell	11,086 -16,176	-59%	-$947K	0.21%	100
2023 Q4	$1.52M	Sell	27,262 -30,360	-53%	-$1.59M	0.53%	42
2023 Q3	$2.9M	Sell	57,622 -1,781	-3%	-$93.2K	1.11%	21
2023 Q2	$3.1M	Sell	59,403 -1,538	-3%	-$75.9K	1.17%	20
2023 Q1	$2.93M	Sell	60,941 -1,205	-2%	-$56.5K	1.3%	16
2022 Q4	$2.8M	Sell	62,146 -1,922	-3%	-$86.9K	1.33%	15
2022 Q3	$2.69M	Sell	64,068 -2,634	-4%	-$123K	1.21%	20
2022 Q2	$2.96M	Sell	66,702 -6,803	-9%	-$328K	1.21%	18
2022 Q1	$3.9M	Sell	73,505 -594	-0.8%	-$31.1K	1.31%	17
2021 Q4	$4.14M	Buy	74,099 +396	+0.5%	+$21.4K	1.22%	18
2021 Q3	$3.72M	Sell	73,703 -1,944	-3%	-$101K	1.22%	21
2021 Q2	$3.81M	Sell	75,647 -2,194	-3%	-$108K	1.22%	24
2021 Q1	$3.63M	Sell	77,841 -1,889	-2%	-$85.7K	1.26%	22
2020 Q4	$3.5M	Sell	79,730 -2,423	-3%	-$101K	1.28%	18
2020 Q3	$3.23M	Buy	+82,153	New	+$3.2M	1.29%	18

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

Outlook Wealth Advisors's SPYM Position: Q2 2026 in Review

Outlook Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 23% in Q2 2026, buying an estimated $478K and bringing the position to 29,453 shares worth $2.6M. The position accounts for 0.56% of the portfolio, ranked #39.

Outlook Wealth Advisors first reported a position in SPYM in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.14M in Q4 2021. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Outlook Wealth Advisors held 29,453 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.6M as of Q2 2026.
Outlook Wealth Advisors bought 5,603 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $478K.
State Street SPDR Portfolio S&P 500 ETF made up 0.56% of Outlook Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
Outlook Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.14M in Q4 2021.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.