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

Peak Financial 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	$575K	Buy	6,547 +238	+4%	+$20.3K	0.24%	54
2026 Q1	$483K	Sell	6,309 -19,964	-76%	-$1.6M	0.21%	57
2025 Q4	$2.11M	Buy	26,273 +21,228	+421%	+$1.69M	0.95%	34
2025 Q3	$395K	Sell	5,045 -4,866	-49%	-$367K	0.19%	80
2025 Q2	$720K	Sell	9,911 -1,733	-15%	-$117K	0.37%	39
2025 Q1	$766K	Sell	11,644 -150,303	-93%	-$10.4M	0.39%	46
2024 Q4	$11.2M	Buy	161,947 +152,078	+1,541%	+$10.5M	5.81%	4
2024 Q3	$666K	Sell	9,869 -2,085	-17%	-$136K	0.34%	45
2024 Q2	$765K	Buy	11,954 +1,726	+17%	+$106K	0.44%	42
2024 Q1	$629K	Sell	10,228 -3,326	-25%	-$195K	0.38%	43
2023 Q4	$758K	Buy	13,554 +5,291	+64%	+$277K	0.51%	39
2023 Q3	$415K	Sell	8,263 -2,607	-24%	-$136K	0.45%	23
2023 Q2	$566K	Buy	10,870 +1,436	+15%	+$70.9K	0.44%	38
2023 Q1	$454K	Buy	9,434 +1,174	+14%	+$55.1K	0.38%	37
2022 Q4	$372K	Buy	8,260 +2,072	+33%	+$93.6K	0.34%	39
2022 Q3	$260K	Sell	6,188 -124	-2%	-$5.79K	0.32%	52
2022 Q2	$280K	Buy	6,312 +396	+7%	+$19.1K	0.28%	60
2022 Q1	$314K	Sell	5,916 -3,691	-38%	-$193K	0.27%	61
2021 Q4	$536K	Buy	9,607 +4,443	+86%	+$240K	0.41%	44
2021 Q3	$261K	Buy	+5,164	New	+$268K	0.23%	61

Other funds holding SPYM

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Peak Financial Advisors's SPYM Position: Q2 2026 in Review

Peak Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.8% in Q2 2026, buying an estimated $20.3K and bringing the position to 6,547 shares worth $575K. The position accounts for 0.24% of the portfolio, ranked #54.

Peak Financial Advisors first reported a position in SPYM in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.2M in Q4 2024. 386 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Peak Financial Advisors held 6,547 shares of State Street SPDR Portfolio S&P 500 ETF worth $575K as of Q2 2026.
Peak Financial Advisors bought 238 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $20.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.24% of Peak Financial Advisors's portfolio in Q2 2026, its #54 holding.
Peak Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
Peak Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $11.2M in Q4 2024.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.