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

PFG Private Wealth Management’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	$550K	Sell	6,260 -1,122	-15%	-$95.7K	0.24%	33
2026 Q1	$565K	Sell	7,382 -169	-2%	-$13.5K	0.24%	27
2025 Q4	$606K	Sell	7,551 -22,876	-75%	-$1.82M	0.27%	27
2025 Q3	$2.38M	Buy	30,427 +23,385	+332%	+$1.76M	1.06%	31
2025 Q2	$512K	Buy	7,042 +98	+1%	+$6.59K	0.26%	31
2025 Q1	$457K	Buy	6,944 +52	+0.8%	+$3.6K	0.25%	31
2024 Q4	$475K	Buy	6,892 +27	+0.4%	+$1.87K	0.27%	27
2024 Q3	$463K	Buy	6,865 +109	+2%	+$7.09K	0.27%	30
2024 Q2	$432K	Buy	6,756 +684	+11%	+$42.1K	0.26%	29
2024 Q1	$374K	Buy	6,072 +2,554	+73%	+$150K	0.24%	31
2023 Q4	$197K	Buy	3,518 +476	+16%	+$24.9K	0.13%	43
2023 Q3	$153K	Sell	3,042 -1,044	-26%	-$54.6K	0.11%	46
2023 Q2	$213K	Buy	4,086 +216	+6%	+$10.7K	0.13%	47
2023 Q1	$186K	Buy	3,870 +3,690	+2,050%	+$173K	0.12%	54
2022 Q4	$8K	Hold	180	–	–	0.01%	200
2022 Q3	$8K	Sell	180 -28	-13%	-$1.31K	0.01%	196
2022 Q2	$9K	Sell	208 -458	-69%	-$22.1K	0.01%	201
2022 Q1	$35K	Sell	666 -3,578	-84%	-$187K	0.02%	162
2021 Q4	$237K	Sell	4,244 -1,577	-27%	-$85.2K	0.12%	58
2021 Q3	$294K	Sell	5,821 -268	-4%	-$13.9K	0.17%	50
2021 Q2	$306K	Buy	6,089 +221	+4%	+$10.8K	0.2%	47
2021 Q1	$274K	Buy	+5,868	New	+$266K	0.19%	42
2020 Q1	–	Sell	-7,212	Closed	-$273K	–	45
2019 Q4	$273K	Buy	+7,212	New	+$261K	0.24%	40

Other funds holding SPYM

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

PFG Private Wealth Management's SPYM Position: Q2 2026 in Review

PFG Private Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 15% in Q2 2026, selling an estimated $95.7K and leaving 6,260 shares worth $550K. The position accounts for 0.24% of the portfolio, ranked #33.

PFG Private Wealth Management first reported a position in SPYM in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.38M in Q3 2025. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

PFG Private Wealth Management held 6,260 shares of State Street SPDR Portfolio S&P 500 ETF worth $550K as of Q2 2026.
PFG Private Wealth Management sold 1,122 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $95.7K.
State Street SPDR Portfolio S&P 500 ETF made up 0.24% of PFG Private Wealth Management's portfolio in Q2 2026, its #33 holding.
PFG Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 23 quarters since.
PFG Private Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.38M in Q3 2025.
624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.