RFW
SPYM

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

Rainier Family Wealth’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 		$13.6M Buy
155,238
+7,097
+5% +$605K 7.76% 1
2026
Q1 		$11.3M Sell
148,141
-22,910
-13% -$1.83M 7.61% 1
2025
Q4 		$13.7M Buy
171,051
+15,150
+10% +$1.2M 10.34% 1
2025
Q3 		$12.2M Buy
155,901
+4,599
+3% +$347K 10.89% 1
2025
Q2 		$11M Buy
151,302
+4,656
+3% +$313K 10.99% 1
2025
Q1 		$9.64M Buy
146,646
+14,611
+11% +$1.01M 11.36% 1
2024
Q4 		$9.1M Buy
+132,035
New +$9.15M 11.01% 1

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Rainier Family Wealth's SPYM Position: Q2 2026 in Review

Rainier Family Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.8% in Q2 2026, buying an estimated $605K and bringing the position to 155,238 shares worth $13.6M. The position accounts for 7.76% of the portfolio, ranked #1.

Rainier Family Wealth first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.7M in Q4 2025. 905 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Rainier Family Wealth held 155,238 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.6M as of Q2 2026.
  • Rainier Family Wealth bought 7,097 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $605K.
  • State Street SPDR Portfolio S&P 500 ETF made up 7.76% of Rainier Family Wealth's portfolio in Q2 2026, its #1 holding.
  • Rainier Family Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Rainier Family Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $13.7M in Q4 2025.
  • 905 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.