PCA Investment Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

PCA Investment Advisory Services’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	$1.14M	Buy	12,970 +237	+2%	+$20.2K	0.32%	41
2026 Q1	$975K	Buy	12,733 +1,111	+10%	+$88.9K	0.33%	42
2025 Q4	$932K	Sell	11,622 -237	-2%	-$18.8K	0.33%	39
2025 Q3	$929K	Sell	11,859 -24	-0.2%	-$1.81K	0.34%	39
2025 Q2	$864K	Buy	11,883 +814	+7%	+$54.7K	0.36%	38
2025 Q1	$728K	Buy	11,069 +463	+4%	+$32K	0.38%	38
2024 Q4	$731K	Buy	10,606 +14	+0.1%	+$970	0.34%	45
2024 Q3	$715K	Buy	10,592 +13	+0.1%	+$845	0.34%	45
2024 Q2	$677K	Buy	10,579 +14	+0.1%	+$862	0.35%	44
2024 Q1	$650K	Buy	10,565 +12	+0.1%	+$703	0.37%	44
2023 Q4	$590K	Buy	10,553 +1,870	+22%	+$98K	0.39%	42
2023 Q3	$436K	Buy	8,683 +59	+0.7%	+$3.09K	0.31%	52
2023 Q2	$449K	Sell	8,624 -257	-3%	-$12.7K	0.27%	54
2023 Q1	$428K	Buy	+8,881	New	+$417K	0.3%	56

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

PCA Investment Advisory Services's SPYM Position: Q2 2026 in Review

PCA Investment Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.9% in Q2 2026, buying an estimated $20.2K and bringing the position to 12,970 shares worth $1.14M. The position accounts for 0.32% of the portfolio, ranked #41.

PCA Investment Advisory Services first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

PCA Investment Advisory Services held 12,970 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.14M as of Q2 2026.
PCA Investment Advisory Services bought 237 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $20.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.32% of PCA Investment Advisory Services's portfolio in Q2 2026, its #41 holding.
PCA Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.