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

Rockline 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	$256K	Buy	2,914 +270	+10%	+$23K	0.05%	90
2026 Q1	$202K	Sell	2,644 -66	-2%	-$5.28K	0.04%	107
2025 Q4	$217K	Sell	2,710 -316	-10%	-$25.1K	0.04%	98
2025 Q3	$237K	Buy	3,026 +33	+1%	+$2.49K	0.05%	90
2025 Q2	$218K	Buy	+2,993	New	+$201K	0.05%	92
2024 Q4	–	Sell	-3,308	Closed	-$223K	–	103
2024 Q3	$223K	Buy	+3,308	New	+$215K	0.06%	94

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

Rockline Wealth Management's SPYM Position: Q2 2026 in Review

Rockline Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10% in Q2 2026, buying an estimated $23K and bringing the position to 2,914 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #90.

Rockline Wealth Management first reported a position in SPYM in Q3 2024 and has held it in 6 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Rockline Wealth Management held 2,914 shares of State Street SPDR Portfolio S&P 500 ETF worth $256K as of Q2 2026.
Rockline Wealth Management bought 270 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $23K.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Rockline Wealth Management's portfolio in Q2 2026, its #90 holding.
Rockline Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 6 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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