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

Perspective 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	$913K	Sell	10,389 -528	-5%	-$45K	0.5%	37
2026 Q1	$836K	Sell	10,917 -299	-3%	-$23.9K	0.54%	37
2025 Q4	$900K	Buy	+11,216	New	+$892K	0.64%	35

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 39.41% 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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Perspective Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.8% in Q2 2026, selling an estimated $45K and leaving 10,389 shares worth $913K. The position accounts for 0.5% of the portfolio, ranked #37.

Perspective Wealth Advisors first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Perspective Wealth Advisors held 10,389 shares of State Street SPDR Portfolio S&P 500 ETF worth $913K as of Q2 2026.
Perspective Wealth Advisors sold 528 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $45K.
State Street SPDR Portfolio S&P 500 ETF made up 0.5% of Perspective Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Perspective 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.
1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.