PWG
SPYM

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

Private Wealth Group’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 		$69.4M Buy
790,173
+27,538
+4% +$2.35M 26.82% 1
2026
Q1 		$58.4M Buy
762,635
+19,612
+3% +$1.57M 27.22% 1
2025
Q4 		$59.6M Buy
743,023
+12,676
+2% +$1.01M 28.59% 1
2025
Q3 		$57.2M Buy
730,347
+15,576
+2% +$1.17M 28.47% 1
2025
Q2 		$52M Buy
714,771
+36,988
+5% +$2.49M 27.63% 1
2025
Q1 		$44.6M Sell
677,783
-55,035
-8% -$3.81M 26.2% 1
2024
Q4 		$50.5M Buy
732,818
+12,895
+2% +$894K 24.7% 1
2024
Q3 		$48.6M Sell
719,923
-31,549
-4% -$2.05M 24.3% 1
2024
Q2 		$48.1M Sell
751,472
-25,278
-3% -$1.56M 25.26% 1
2024
Q1 		$47.8M Buy
776,750
+15,474
+2% +$906K 24.77% 1
2023
Q4 		$42.6M Buy
761,276
+206,477
+37% +$10.8M 24.15% 1
2023
Q3 		$27.9M Buy
554,799
+285,260
+106% +$14.9M 18.27% 1
2023
Q2 		$14M Buy
269,539
+98,443
+58% +$4.86M 14.46% 1
2023
Q1 		$8.24M Sell
171,096
-72,031
-30% -$3.38M 11.34% 1
2022
Q4 		$10.9M Buy
243,127
+47,344
+24% +$2.14M 15.52% 1
2022
Q3 		$8.22M Sell
195,783
-136,352
-41% -$6.37M 12.85% 2
2022
Q2 		$14.7M Sell
332,135
-434,129
-57% -$20.9M 18.23% 1
2022
Q1 		$40.7M Sell
766,264
-173,445
-18% -$9.08M 29.96% 1
2021
Q4 		$52.5M Sell
939,709
-61,516
-6% -$3.32M 35.55% 1
2021
Q3 		$50.5M Sell
1,001,225
-6,392
-0.6% -$332K 33.36% 1
2021
Q2 		$50.7M Sell
1,007,617
-16,704
-2% -$820K 33.55% 1
2021
Q1 		$47.7M Buy
1,024,321
+247,158
+32% +$11.2M 34.1% 1
2020
Q4 		$34.2M Sell
777,163
-354,553
-31% -$14.8M 28.45% 1
2020
Q3 		$44.5M Buy
1,131,716
+304,605
+37% +$11.9M 36.11% 1
2020
Q2 		$30M Buy
827,111
+409,424
+98% +$14.1M 24.62% 3
2020
Q1 		$12.6M Buy
+417,687
New +$15M 14.85% 3

Other funds holding SPYM

GT
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Private Wealth Group's SPYM Position: Q2 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.6% in Q2 2026, buying an estimated $2.35M and bringing the position to 790,173 shares worth $69.4M. The position accounts for 26.82% of the portfolio, ranked #1.

Private Wealth Group first reported a position in SPYM in Q1 2020 and has held it in 26 quarters since. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Private Wealth Group held 790,173 shares of State Street SPDR Portfolio S&P 500 ETF worth $69.4M as of Q2 2026.
  • Private Wealth Group bought 27,538 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.35M.
  • State Street SPDR Portfolio S&P 500 ETF made up 26.82% of Private Wealth Group's portfolio in Q2 2026, its #1 holding.
  • Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • 852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.