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

Robertson Stephens Wealth Management’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	$4.43M	Sell	50,372 -2,160	-4%	-$184K	0.11%	135
2026 Q1	$4.02M	Sell	52,532 -2,657	-5%	-$213K	0.11%	140
2025 Q4	$4.43M	Sell	55,189 -1,551	-3%	-$123K	0.12%	128
2025 Q3	$4.45M	Sell	56,740 -6,769	-11%	-$511K	0.13%	113
2025 Q2	$4.62M	Sell	63,509 -15,614	-20%	-$1.05M	0.15%	110
2025 Q1	$5.2M	Sell	79,123 -70,200	-47%	-$4.86M	0.18%	104
2024 Q4	$10.3M	Buy	149,323 +35,060	+31%	+$2.43M	0.36%	60
2024 Q3	$7.71M	Buy	114,263 +100,730	+744%	+$6.55M	0.28%	79
2024 Q2	$866K	Sell	13,533 -34,800	-72%	-$2.14M	0.04%	244
2024 Q1	$2.97M	Buy	48,333 +861	+2%	+$50.4K	0.16%	112
2023 Q4	$2.65M	Sell	47,472 -1,621	-3%	-$84.9K	0.16%	117
2023 Q3	$2.47M	Buy	49,093 +34,800	+243%	+$1.82M	0.17%	123
2023 Q2	$745K	Sell	14,293 -275	-2%	-$13.6K	0.05%	224
2023 Q1	$701K	Sell	14,568 -462	-3%	-$21.7K	0.05%	245
2022 Q4	$676K	Sell	15,030 -885	-6%	-$40K	0.07%	219
2022 Q3	$668K	Sell	15,915 -147	-0.9%	-$6.86K	0.07%	189
2022 Q2	$712K	Sell	16,062 -1,011	-6%	-$48.7K	0.07%	195
2022 Q1	$907K	Hold	17,073	–	–	0.08%	189
2021 Q4	$953K	Hold	17,073	–	–	0.08%	190
2021 Q3	$861K	Hold	17,073	–	–	0.1%	139
2021 Q2	$859K	Hold	17,073	–	–	0.1%	146
2021 Q1	$795K	Hold	17,073	–	–	0.13%	125
2020 Q4	$750K	Sell	17,073 -5,924	-26%	-$247K	0.16%	106
2020 Q3	$904K	Buy	+22,997	New	+$895K	0.22%	86

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

Robertson Stephens Wealth Management's SPYM Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.1% in Q2 2026, selling an estimated $184K and leaving 50,372 shares worth $4.43M. The position accounts for 0.11% of the portfolio, ranked #135.

Robertson Stephens Wealth Management first reported a position in SPYM in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.3M in Q4 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Robertson Stephens Wealth Management held 50,372 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.43M as of Q2 2026.
Robertson Stephens Wealth Management sold 2,160 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $184K.
State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #135 holding.
Robertson Stephens Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
Robertson Stephens Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.3M in Q4 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.