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

Precision Wealth Strategies’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 Q1	$606K	Sell	7,915 -188	-2%	-$15K	0.2%	102
2025 Q4	$650K	Buy	8,103 +191	+2%	+$15.2K	0.21%	103
2025 Q3	$620K	Sell	7,912 -1,475	-16%	-$111K	0.2%	108
2025 Q2	$682K	Sell	9,387 -109	-1%	-$7.33K	0.22%	87
2025 Q1	$624K	Sell	9,496 -44	-0.5%	-$3.04K	0.48%	39
2024 Q4	$658K	Buy	9,540 +344	+4%	+$23.8K	0.51%	28
2024 Q3	$621K	Buy	9,196 +1,643	+22%	+$107K	0.57%	29
2024 Q2	$483K	Buy	+7,553	New	+$465K	0.5%	34

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Precision Wealth Strategies's SPYM Position: Q1 2026 in Review

Precision Wealth Strategies reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q1 2026, selling an estimated $15K and leaving 7,915 shares worth $606K. The position accounts for 0.2% of the portfolio, ranked #102.

Precision Wealth Strategies first reported a position in SPYM in Q2 2024 and has held it in 8 quarters since. The position peaked at $682K in Q2 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Precision Wealth Strategies held 7,915 shares of State Street SPDR Portfolio S&P 500 ETF worth $606K as of Q1 2026.
Precision Wealth Strategies sold 188 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $15K.
State Street SPDR Portfolio S&P 500 ETF made up 0.2% of Precision Wealth Strategies's portfolio in Q1 2026, its #102 holding.
Precision Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Precision Wealth Strategies's State Street SPDR Portfolio S&P 500 ETF position peaked at $682K in Q2 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.