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

Regimen 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	$1.22M	Buy	13,929 +4,458	+47%	+$380K	0.33%	35
2026 Q1	$727K	Buy	9,471 +100	+1%	+$8K	0.21%	46
2025 Q4	$752K	Buy	9,371 +6	+0.1%	+$477	0.22%	43
2025 Q3	$733K	Sell	9,365 -345	-4%	-$26K	0.22%	43
2025 Q2	$706K	Buy	9,710 +495	+5%	+$33.3K	0.22%	42
2025 Q1	$608K	Buy	9,215 +542	+6%	+$37.5K	0.2%	39
2024 Q4	$598K	Sell	8,673 -1,016	-10%	-$70.4K	0.2%	41
2024 Q3	$654K	Buy	9,689 +152	+2%	+$9.88K	0.21%	39
2024 Q2	$610K	Sell	9,537 -83	-0.9%	-$5.11K	0.21%	38
2024 Q1	$592K	Sell	9,620 -581	-6%	-$34K	0.21%	40
2023 Q4	$570K	Sell	10,201 -55	-0.5%	-$2.88K	0.22%	38
2023 Q3	$515K	Buy	10,256 +49	+0.5%	+$2.56K	0.21%	40
2023 Q2	$532K	Buy	10,207 +679	+7%	+$33.5K	0.22%	38
2023 Q1	$467K	Sell	9,528 -52	-0.5%	-$2.44K	0.2%	38
2022 Q4	$431K	Buy	+9,580	New	+$433K	0.29%	36

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

Regimen Wealth's SPYM Position: Q2 2026 in Review

Regimen Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 47% in Q2 2026, buying an estimated $380K and bringing the position to 13,929 shares worth $1.22M. The position accounts for 0.33% of the portfolio, ranked #35.

Regimen Wealth first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Regimen Wealth held 13,929 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.22M as of Q2 2026.
Regimen Wealth bought 4,458 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $380K.
State Street SPDR Portfolio S&P 500 ETF made up 0.33% of Regimen Wealth's portfolio in Q2 2026, its #35 holding.
Regimen Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.