Realta Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Realta Investment Advisors’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	$2.81M	Sell	31,992 -3,319	-9%	-$283K	0.87%	23
2026 Q1	$2.7M	Buy	35,311 +7,464	+27%	+$597K	0.94%	22
2025 Q4	$2.23M	Sell	27,847 -955	-3%	-$76K	0.73%	30
2025 Q3	$2.26M	Sell	28,802 -1,402	-5%	-$106K	0.75%	32
2025 Q2	$2.2M	Buy	30,204 +5,385	+22%	+$362K	0.87%	26
2025 Q1	$1.63M	Buy	24,819 +5,255	+27%	+$363K	0.74%	34
2024 Q4	$1.36M	Buy	19,564 +19,172	+4,891%	+$1.33M	0.56%	44
2024 Q3	$26.9K	Sell	392 -4,077	-91%	-$265K	0.01%	260
2024 Q2	$286K	Buy	4,469 +3,234	+262%	+$199K	0.06%	320
2024 Q1	$76K	Buy	+1,235	New	+$72.3K	0.02%	510
2023 Q4	–	Sell	-909	Closed	-$47.4K	–	752
2023 Q3	$47.4K	Hold	909	–	–	0.01%	535
2023 Q2	$47.4K	Buy	+909	New	+$44.9K	0.01%	566
2023 Q1	–	Sell	-908	Closed	-$40.8K	–	775
2022 Q4	$40.8K	Buy	908 +1	+0.1%	+$45	0.01%	568
2022 Q3	$38K	Buy	+907	New	+$42.4K	0.01%	556
2019 Q3	–	Sell	-19	Closed	-$1K	–	1778
2019 Q2	$1K	Hold	19	–	–	﹤0.01%	1649
2019 Q1	$1K	Buy	+19	New	+$606	﹤0.01%	1299

Other funds holding SPYM

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

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Realta Investment Advisors's SPYM Position: Q2 2026 in Review

Realta Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.4% in Q2 2026, selling an estimated $283K and leaving 31,992 shares worth $2.81M. The position accounts for 0.87% of the portfolio, ranked #23.

Realta Investment Advisors first reported a position in SPYM in Q1 2019 and has held it in 16 quarters since. 927 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Realta Investment Advisors held 31,992 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.81M as of Q2 2026.
Realta Investment Advisors sold 3,319 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $283K.
State Street SPDR Portfolio S&P 500 ETF made up 0.87% of Realta Investment Advisors's portfolio in Q2 2026, its #23 holding.
Realta Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and has held it in 16 quarters since.
927 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.