PW
SPYM

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

Paladin Wealth’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 		$15.3M Buy
174,264
+19,031
+12% +$1.62M 8.91% 1
2026
Q1 		$11.9M Buy
155,233
+11,579
+8% +$926K 8.17% 1
2025
Q4 		$11.5M Buy
143,654
+24,619
+21% +$1.96M 7.87% 1
2025
Q3 		$9.33M Buy
119,035
+10,166
+9% +$767K 6.76% 1
2025
Q2 		$7.91M Buy
108,869
+5,165
+5% +$347K 6.15% 1
2025
Q1 		$6.82M Sell
103,704
-38,429
-27% -$2.66M 6.13% 1
2024
Q4 		$9.8M Buy
142,133
+38,469
+37% +$2.67M 8.47% 1
2024
Q3 		$7M Buy
+103,664
New +$6.74M 6.11% 1

Other funds holding SPYM

GI
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
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
KW
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
LA
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

Paladin Wealth's SPYM Position: Q2 2026 in Review

Paladin Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q2 2026, buying an estimated $1.62M and bringing the position to 174,264 shares worth $15.3M. The position accounts for 8.91% of the portfolio, ranked #1.

Paladin Wealth first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Paladin Wealth held 174,264 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.3M as of Q2 2026.
  • Paladin Wealth bought 19,031 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.62M.
  • State Street SPDR Portfolio S&P 500 ETF made up 8.91% of Paladin Wealth's portfolio in Q2 2026, its #1 holding.
  • Paladin Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.