RWM
SPYM

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

Rockwood 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 		$1.18M Buy
13,376
+1,688
+14% +$144K 0.07% 46
2026
Q1 		$895K Sell
11,688
-194
-2% -$15.5K 0.06% 50
2025
Q4 		$953K Sell
11,882
-507
-4% -$40.3K 0.07% 48
2025
Q3 		$971K Buy
12,389
+3
+0% +$226 0.08% 45
2025
Q2 		$900K Buy
12,386
+2,289
+23% +$154K 0.08% 46
2025
Q1 		$664K Sell
10,097
-193
-2% -$13.3K 0.07% 47
2024
Q4 		$712K Sell
10,290
-162
-2% -$11.2K 0.08% 42
2024
Q3 		$706K Buy
10,452
+352
+3% +$22.9K 0.08% 42
2024
Q2 		$646K Buy
10,100
+861
+9% +$53K 0.08% 42
2024
Q1 		$568K Buy
+9,239
New +$541K 0.07% 46

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Rockwood Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q2 2026, buying an estimated $144K and bringing the position to 13,376 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #46.

Rockwood Wealth Management first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Rockwood Wealth Management held 13,376 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.18M as of Q2 2026.
  • Rockwood Wealth Management bought 1,688 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $144K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Rockwood Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Rockwood Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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