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

PCG 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	$8.2M	Sell	93,290 -8,419	-8%	-$718K	1.83%	11
2026 Q1	$7.78M	Sell	101,709 -72,251	-42%	-$5.78M	1.97%	10
2025 Q4	$14M	Buy	173,960 +3,993	+2%	+$318K	3.95%	2
2025 Q3	$13.3M	Buy	169,967 +21,051	+14%	+$1.59M	3.88%	3
2025 Q2	$10.8M	Sell	148,916 -6,396	-4%	-$430K	5.54%	4
2025 Q1	$10.2M	Buy	155,312 +26,435	+21%	+$1.83M	3.56%	5
2024 Q4	$8.88M	Buy	128,877 +48,699	+61%	+$3.38M	3.28%	7
2024 Q3	$5.41M	Buy	80,178 +13,766	+21%	+$895K	2.09%	9
2024 Q2	$4.25M	Buy	66,412 +52,207	+368%	+$3.21M	1.85%	12
2024 Q1	$874K	Buy	14,205 +319	+2%	+$18.7K	0.42%	53
2023 Q4	$776K	Sell	13,886 -24,508	-64%	-$1.28M	0.43%	51
2023 Q3	$1.93M	Buy	38,394 +3,724	+11%	+$195K	1.27%	22
2023 Q2	$1.81M	Buy	34,670 +2,649	+8%	+$131K	1.12%	26
2023 Q1	$1.54M	Sell	32,021 -450	-1%	-$21.1K	0.97%	29
2022 Q4	$1.46M	Sell	32,471 -19,815	-38%	-$896K	0.92%	29
2022 Q3	$2.2M	Buy	52,286 +27,414	+110%	+$1.28M	0.78%	34
2022 Q2	$1.1M	Buy	24,872 +887	+4%	+$42.7K	0.79%	29
2022 Q1	$1.27M	Buy	23,985 +19,031	+384%	+$997K	0.81%	31
2021 Q4	$276K	Buy	+4,954	New	+$268K	0.19%	65

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

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

PCG Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.3% in Q2 2026, selling an estimated $718K and leaving 93,290 shares worth $8.2M. The position accounts for 1.83% of the portfolio, ranked #11.

PCG Wealth Advisors first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $14M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

PCG Wealth Advisors held 93,290 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.2M as of Q2 2026.
PCG Wealth Advisors sold 8,419 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $718K.
State Street SPDR Portfolio S&P 500 ETF made up 1.83% of PCG Wealth Advisors's portfolio in Q2 2026, its #11 holding.
PCG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
PCG Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $14M in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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