Ritholtz Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.96M | Sell |
56,487
-3,807
| -6% | -$325K | 0.07% | 181 |
|
|
2026
Q1 | $4.61M | Buy |
60,294
+11,788
| +24% | +$943K | 0.08% | 181 |
|
|
2025
Q4 | $3.89M | Buy |
48,506
+275
| +0.6% | +$21.9K | 0.07% | 196 |
|
|
2025
Q3 | $3.78M | Buy |
48,231
+385
| +0.8% | +$29K | 0.07% | 181 |
|
|
2025
Q2 | $3.48M | Sell |
47,846
-2,915
| -6% | -$196K | 0.08% | 170 |
|
|
2025
Q1 | $3.34M | Buy |
50,761
+33,203
| +189% | +$2.3M | 0.1% | 144 |
|
|
2024
Q4 | $1.21M | Sell |
17,558
-2
| -0% | -$139 | 0.04% | 321 |
|
|
2024
Q3 | $1.19M | Sell |
17,560
-1,132
| -6% | -$73.6K | 0.04% | 340 |
|
|
2024
Q2 | $1.2M | Buy |
18,692
+113
| +0.6% | +$6.96K | 0.04% | 314 |
|
|
2024
Q1 | $1.14M | Sell |
18,579
-243
| -1% | -$14.2K | 0.04% | 320 |
|
|
2023
Q4 | $1.05M | Sell |
18,822
-9
| -0% | -$472 | 0.04% | 300 |
|
|
2023
Q3 | $946K | Sell |
18,831
-4,391
| -19% | -$230K | 0.04% | 295 |
|
|
2023
Q2 | $1.21M | Buy |
23,222
+1
| +0% | +$49 | 0.05% | 223 |
|
|
2023
Q1 | $1.12M | Buy |
23,221
+8,867
| +62% | +$416K | 0.06% | 234 |
|
|
2022
Q4 | $646K | Buy |
14,354
+4,919
| +52% | +$222K | 0.04% | 317 |
|
|
2022
Q3 | $396K | Buy |
9,435
+2
| +0% | +$93 | 0.02% | 460 |
|
|
2022
Q2 | $418K | Sell |
9,433
-94
| -1% | -$4.53K | 0.03% | 355 |
|
|
2022
Q1 | $506K | Sell |
9,527
-714
| -7% | -$37.4K | 0.03% | 310 |
|
|
2021
Q4 | $572K | Buy |
10,241
+373
| +4% | +$20.1K | 0.04% | 273 |
|
|
2021
Q3 | $498K | Sell |
9,868
-409
| -4% | -$21.2K | 0.03% | 270 |
|
|
2021
Q2 | $517K | Sell |
10,277
-932
| -8% | -$45.7K | 0.04% | 247 |
|
|
2021
Q1 | $522K | Sell |
11,209
-1,535
| -12% | -$69.6K | 0.04% | 204 |
|
|
2020
Q4 | $560K | Sell |
12,744
-553
| -4% | -$23.1K | 0.05% | 148 |
|
|
2020
Q3 | $523K | Sell |
13,297
-5,395
| -29% | -$210K | 0.06% | 127 |
|
|
2020
Q2 | $678K | Sell |
18,692
-68,281
| -79% | -$2.35M | 0.09% | 88 |
|
|
2020
Q1 | $2.63M | Sell |
86,973
-8,998
| -9% | -$323K | 0.42% | 24 |
|
|
2019
Q4 | $3.63M | Buy |
95,971
+131
| +0.1% | +$4.74K | 0.53% | 21 |
|
|
2019
Q3 | $3.34M | Buy |
95,840
+2,565
| +3% | +$89.2K | 0.54% | 21 |
|
|
2019
Q2 | $3.22M | Sell |
93,275
-13,264
| -12% | -$450K | 0.55% | 21 |
|
|
2019
Q1 | $3.54M | Sell |
106,539
-128,315
| -55% | -$4.1M | 0.65% | 20 |
|
|
2018
Q4 | $6.86M | Buy |
234,854
+138,246
| +143% | +$4.36M | 1.55% | 15 |
|
|
2018
Q3 | $3.29M | Buy |
96,608
+2,163
| +2% | +$72.3K | 0.83% | 13 |
|
|
2018
Q2 | $3.01M | Buy |
94,445
+3,714
| +4% | +$118K | 0.82% | 13 |
|
|
2018
Q1 | $2.81M | Buy |
+90,731
| New | +$2.9M | 0.8% | 13 |
|
Other funds holding SPYM
Ritholtz Wealth Management's SPYM Position: Q2 2026 in Review
Ritholtz Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.3% in Q2 2026, selling an estimated $325K and leaving 56,487 shares worth $4.96M. The position accounts for 0.07% of the portfolio, ranked #181.
Ritholtz Wealth Management first reported a position in SPYM in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.86M in Q4 2018. 1,736 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.
- Ritholtz Wealth Management held 56,487 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.96M as of Q2 2026.
- Ritholtz Wealth Management sold 3,807 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $325K.
- State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #181 holding.
- Ritholtz Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
- Ritholtz Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.86M in Q4 2018.
- 1,736 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.