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

Puff 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 Q2	$1.69M	Buy	+19,237	New	+$1.64M	1.72%	19
2025 Q4	$2.48M	Buy	30,881 +8,601	+39%	+$684K	3.21%	8
2025 Q3	$1.75M	Buy	22,280 +16,038	+257%	+$1.21M	2.65%	13
2025 Q2	$454K	Buy	+6,242	New	+$420K	0.33%	65
2025 Q1	–	Sell	-22,029	Closed	-$1.52M	–	106
2024 Q4	$1.52M	Buy	+22,029	New	+$1.53M	2.65%	13

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

Puff Wealth Management's SPYM Position: Q2 2026 in Review

Puff Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 19,237 shares worth $1.69M. The stake represents 1.72% of the portfolio and ranks #19 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in SPYM as recently as Q4 2025.

Puff Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.48M in Q4 2025. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Puff Wealth Management held 19,237 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.69M as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Puff Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 1.72% of Puff Wealth Management's portfolio in Q2 2026, its #19 holding.
Puff Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
Puff Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.48M in Q4 2025.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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