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

Provident Wealth Management’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	$538K	Buy	7,027 +256	+4%	+$20.5K	0.16%	40
2025 Q4	$543K	Buy	6,771 +18	+0.3%	+$1.43K	0.16%	42
2025 Q3	$529K	Buy	6,753 +288	+4%	+$21.7K	0.16%	44
2025 Q2	$470K	Buy	6,465 +1,463	+29%	+$98.4K	0.15%	45
2025 Q1	$329K	Buy	5,002 +1,963	+65%	+$136K	0.11%	56
2024 Q4	$210K	Buy	3,039 +348	+13%	+$24.1K	0.07%	79
2024 Q3	$182K	Hold	2,691	–	–	0.06%	81
2024 Q2	$172K	Hold	2,691	–	–	0.06%	79
2024 Q1	$166K	Hold	2,691	–	–	0.06%	67
2023 Q4	$150K	Hold	2,691	–	–	0.07%	60
2023 Q3	$135K	Hold	2,691	–	–	0.07%	58
2023 Q2	$140K	Hold	2,691	–	–	0.07%	58
2023 Q1	$130K	Hold	2,691	–	–	0.07%	62
2022 Q4	$121K	Hold	2,691	–	–	0.07%	61
2022 Q3	$113K	Hold	2,691	–	–	0.07%	61
2022 Q2	$119K	Hold	2,691	–	–	0.08%	61
2022 Q1	$143K	Hold	2,691	–	–	0.09%	69
2021 Q4	$150K	Hold	2,691	–	–	0.1%	60
2021 Q3	$136K	Hold	2,691	–	–	0.1%	56
2021 Q2	$135K	Sell	2,691 -330	-11%	-$16.2K	0.11%	56
2021 Q1	$141K	Sell	3,021 -2,187	-42%	-$99.2K	0.16%	50
2020 Q4	$229K	Buy	5,208 +425	+9%	+$17.7K	0.27%	39
2020 Q3	$188K	Buy	4,783 +2,406	+101%	+$93.7K	0.22%	45
2020 Q2	$86K	Buy	+2,377	New	+$81.7K	0.09%	43

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

Provident Wealth Management's SPYM Position: Q1 2026 in Review

Provident Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.8% in Q1 2026, buying an estimated $20.5K and bringing the position to 7,027 shares worth $538K. The position accounts for 0.16% of the portfolio, ranked #40.

Provident Wealth Management first reported a position in SPYM in Q2 2020 and has held it in 24 quarters since. The position peaked at $543K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Provident Wealth Management held 7,027 shares of State Street SPDR Portfolio S&P 500 ETF worth $538K as of Q1 2026.
Provident Wealth Management bought 256 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $20.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Provident Wealth Management's portfolio in Q1 2026, its #40 holding.
Provident Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
Provident Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $543K in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.