PCS
SPYM

Private Client Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Private Client Services’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 		$309K Sell
3,515
-211
-6% -$18K 0.08% 168
2026
Q1 		$285K Sell
3,726
-152
-4% -$12.2K 0.09% 168
2025
Q4 		$311K Sell
3,878
-71
-2% -$5.65K 0.1% 140
2025
Q3 		$309K Sell
3,949
-784
-17% -$59.1K 0.1% 141
2025
Q2 		$344K Buy
4,733
+848
+22% +$57K 0.13% 137
2025
Q1 		$256K Buy
3,885
+129
+3% +$8.92K 0.13% 152
2024
Q4 		$259K Buy
3,756
+13
+0.3% +$901 0.14% 143
2024
Q3 		$253K Sell
3,743
-1,225
-25% -$79.7K 0.14% 141
2024
Q2 		$318K Buy
4,968
+13
+0.3% +$800 0.2% 94
2024
Q1 		$305K Buy
4,955
+1,024
+26% +$60K 0.2% 94
2023
Q4 		$220K Buy
+3,931
New +$206K 0.18% 121

Other funds holding SPYM

GI
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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return