PEWA
SPYM

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

Pacific Excel 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 		$6M Buy
68,319
+56,861
+496% +$4.85M 2.32% 10
2026
Q1 		$877K Buy
11,458
+1,116
+11% +$89.3K 0.92% 35
2025
Q4 		$830K Buy
+10,342
New +$822K 1.57% 16

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

Pacific Excel Wealth Advisors's SPYM Position: Q2 2026 in Review

Pacific Excel Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 496% in Q2 2026, buying an estimated $4.85M and bringing the position to 68,319 shares worth $6M. The position accounts for 2.32% of the portfolio, ranked #10.

Pacific Excel Wealth Advisors first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Pacific Excel Wealth Advisors held 68,319 shares of State Street SPDR Portfolio S&P 500 ETF worth $6M as of Q2 2026.
  • Pacific Excel Wealth Advisors bought 56,861 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.85M.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.32% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Pacific Excel Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.