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

Physician 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	$94M	Buy	1,069,899 +394,731	+58%	+$33.7M	11.23%	2
2026 Q1	$51.7M	Buy	675,168 +259,431	+62%	+$20.8M	7.19%	2
2025 Q4	$33.4M	Buy	415,737 +12,060	+3%	+$959K	4.64%	2
2025 Q3	$31.6M	Buy	403,677 +21,360	+6%	+$1.61M	4.5%	2
2025 Q2	$27.8M	Sell	382,317 -282,361	-42%	-$19M	4.36%	3
2025 Q1	$43.7M	Sell	664,678 -60,887	-8%	-$4.21M	7.53%	2
2024 Q4	$50M	Buy	725,565 +7,576	+1%	+$525K	8.45%	2
2024 Q3	$49M	Sell	717,989 -43,015	-6%	-$2.8M	8.83%	2
2024 Q2	$50.6M	Sell	761,004 -94,789	-11%	-$5.84M	9.32%	2
2024 Q1	$50.7M	Sell	855,793 -187,913	-18%	-$11M	10.66%	2
2023 Q4	$59.4M	Buy	1,043,706 +144,202	+16%	+$7.55M	13.25%	2
2023 Q3	$45.7M	Buy	899,504 +149,833	+20%	+$7.84M	11.76%	2
2023 Q2	$39.1M	Buy	749,671 +11,407	+2%	+$563K	9.72%	2
2023 Q1	$36M	Buy	738,264 +47,105	+7%	+$2.21M	9.44%	2
2022 Q4	$32.5M	Buy	691,159 +42,763	+7%	+$1.93M	8.78%	2
2022 Q3	$28.7M	Buy	648,396 +17,256	+3%	+$806K	8.83%	2
2022 Q2	$30.5M	Buy	631,140 +25,722	+4%	+$1.24M	8.83%	2
2022 Q1	$30.5M	Buy	605,418 +186,134	+44%	+$9.75M	8.11%	2
2021 Q4	$23M	Buy	419,284 +53,364	+15%	+$2.88M	6.03%	3
2021 Q3	$19.2M	Buy	365,920 +36,720	+11%	+$1.9M	5.28%	5
2021 Q2	$16.9M	Buy	329,200 +38,309	+13%	+$1.88M	4.83%	5
2021 Q1	$13.9M	Buy	290,891 +22,221	+8%	+$1.01M	4.52%	5
2020 Q4	$12.3M	Buy	+268,670	New	+$11.2M	4.2%	5

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Physician Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 58% in Q2 2026, buying an estimated $33.7M and bringing the position to 1,069,899 shares worth $94M. The position accounts for 11.23% of the portfolio, ranked #2.

Physician Wealth Advisors first reported a position in SPYM in Q4 2020 and has held it in 23 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Physician Wealth Advisors held 1,069,899 shares of State Street SPDR Portfolio S&P 500 ETF worth $94M as of Q2 2026.
Physician Wealth Advisors bought 394,731 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $33.7M.
State Street SPDR Portfolio S&P 500 ETF made up 11.23% of Physician Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Physician Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.