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

Principia Wealth Advisory’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	$76.5K	Buy	871 +284	+48%	+$24.2K	0.04%	117
2026 Q1	$44.9K	Buy	587 +567	+2,835%	+$45.4K	0.03%	131
2025 Q4	$1.6K	Hold	20	–	–	﹤0.01%	519
2025 Q3	$1.57K	Buy	+20	New	+$1.51K	﹤0.01%	493

Other funds holding SPYM

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

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 39.42% 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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Principia Wealth Advisory's SPYM Position: Q2 2026 in Review

Principia Wealth Advisory increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 48% in Q2 2026, buying an estimated $24.2K and bringing the position to 871 shares worth $76.5K. The position accounts for 0.04% of the portfolio, ranked #117.

Principia Wealth Advisory first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Principia Wealth Advisory held 871 shares of State Street SPDR Portfolio S&P 500 ETF worth $76.5K as of Q2 2026.
Principia Wealth Advisory bought 284 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $24.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Principia Wealth Advisory's portfolio in Q2 2026, its #117 holding.
Principia Wealth Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.