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

RMR Wealth Builders’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	$3.55M	Buy	40,370 +268	+0.7%	+$22.9K	0.22%	68
2026 Q1	$3.07M	Buy	40,102 +189	+0.5%	+$15.1K	0.24%	64
2025 Q4	$3.2M	Buy	39,913 +80	+0.2%	+$6.36K	0.26%	55
2025 Q3	$3.12M	Buy	39,833 +166	+0.4%	+$12.5K	0.26%	49
2025 Q2	$2.89M	Buy	39,667 +58	+0.1%	+$3.9K	0.26%	50
2025 Q1	$2.61M	Sell	39,609 -224	-0.6%	-$15.5K	0.28%	47
2024 Q4	$2.75M	Buy	39,833 +22,161	+125%	+$1.54M	0.28%	45
2024 Q3	$1.19M	Buy	+17,672	New	+$1.15M	0.13%	88
2024 Q2	–	Sell	-3,541	Closed	-$218K	–	261
2024 Q1	$218K	Sell	3,541 -769	-18%	-$45K	0.03%	246
2023 Q4	$241K	Buy	+4,310	New	+$226K	0.03%	212

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

RMR Wealth Builders's SPYM Position: Q2 2026 in Review

RMR Wealth Builders increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.67% in Q2 2026, buying an estimated $22.9K and bringing the position to 40,370 shares worth $3.55M. The position accounts for 0.22% of the portfolio, ranked #68.

RMR Wealth Builders first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

RMR Wealth Builders held 40,370 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.55M as of Q2 2026.
RMR Wealth Builders bought 268 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $22.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.22% of RMR Wealth Builders's portfolio in Q2 2026, its #68 holding.
RMR Wealth Builders first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.