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

Rooted Wealth Advisors’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	$2.2M	Sell	25,070 -7	-0%	-$597	0.54%	39
2026 Q1	$2.09M	Sell	25,077 -408	-2%	-$32.6K	0.55%	37
2025 Q4	$2.06M	Sell	25,485 -528	-2%	-$42K	0.58%	39
2025 Q3	$2.05M	Sell	26,013 -89	-0.3%	-$6.71K	0.62%	33
2025 Q2	$1.91M	Sell	26,102 -735	-3%	-$49.4K	0.66%	32
2025 Q1	$1.6M	Buy	26,837 +114	+0.4%	+$7.88K	0.69%	29
2024 Q4	$1.85M	Sell	26,723 -28	-0.1%	-$1.94K	0.72%	30
2024 Q3	$1.79M	Sell	26,751 -553	-2%	-$36K	0.8%	26
2024 Q2	$1.77M	Sell	27,304 -3,597	-12%	-$221K	0.78%	29
2024 Q1	$1.89M	Sell	30,901 -101	-0.3%	-$5.92K	0.93%	29
2023 Q4	$1.8M	Sell	31,002 -8,188	-21%	-$429K	0.94%	28
2023 Q3	$2.08M	Sell	39,190 -7,647	-16%	-$400K	1.28%	23
2023 Q2	$2.44M	Sell	46,837 -340,660	-88%	-$16.8M	1.65%	20
2023 Q1	$18.8M	Sell	387,497 -8,768	-2%	-$411K	13.95%	1
2022 Q4	$17.8M	Buy	+396,265	New	+$17.9M	14.95%	1

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

Rooted Wealth Advisors's SPYM Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.03% in Q2 2026, selling an estimated $597 and leaving 25,070 shares worth $2.2M. The position accounts for 0.54% of the portfolio, ranked #39.

Rooted Wealth Advisors first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.8M in Q1 2023. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Rooted Wealth Advisors held 25,070 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.2M as of Q2 2026.
Rooted Wealth Advisors sold 7 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $597.
State Street SPDR Portfolio S&P 500 ETF made up 0.54% of Rooted Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Rooted Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Rooted Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $18.8M in Q1 2023.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.