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

Ridgeline 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	$13.2M	Buy	150,016 +116	+0.1%	+$9.9K	7.71%	3
2026 Q1	$11.5M	Sell	149,900 -51,428	-26%	-$4.11M	8.22%	3
2025 Q4	$16.2M	Sell	201,328 -1,936	-1%	-$154K	11.2%	2
2025 Q3	$15.9M	Sell	203,264 -1,810	-0.9%	-$137K	11.75%	2
2025 Q2	$14.9M	Sell	205,074 -13,793	-6%	-$928K	12.16%	2
2025 Q1	$14.4M	Sell	218,867 -1,225	-0.6%	-$84.7K	12.24%	2
2024 Q4	$15.2M	Buy	+220,092	New	+$15.3M	12.37%	2

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ridgeline Wealth's SPYM Position: Q2 2026 in Review

Ridgeline Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.08% in Q2 2026, buying an estimated $9.9K and bringing the position to 150,016 shares worth $13.2M. The position accounts for 7.71% of the portfolio, ranked #3.

Ridgeline Wealth first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.2M in Q4 2025. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Ridgeline Wealth held 150,016 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.2M as of Q2 2026.
Ridgeline Wealth bought 116 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $9.9K.
State Street SPDR Portfolio S&P 500 ETF made up 7.71% of Ridgeline Wealth's portfolio in Q2 2026, its #3 holding.
Ridgeline 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.
Ridgeline Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $16.2M in Q4 2025.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.