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

RWA Wealth Partners’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	$864K	Buy	9,834 +114	+1%	+$9.73K	0.01%	375
2026 Q1	$744K	Sell	9,720 -20,912	-68%	-$1.67M	0.01%	386
2025 Q4	$2.46M	Sell	30,632 -69,671	-69%	-$5.54M	0.03%	237
2025 Q3	$7.86M	Sell	100,303 -3,563	-3%	-$269K	0.09%	131
2025 Q2	$7.55M	Buy	103,866 +97,436	+1,515%	+$6.55M	0.09%	124
2025 Q1	$423K	Hold	6,430	–	–	0.01%	430
2024 Q4	$443K	Sell	6,430 -11,606	-64%	-$804K	0.01%	425
2024 Q3	$1.22M	Buy	18,036 +11,602	+180%	+$755K	0.02%	296
2024 Q2	$412K	Buy	6,434 +4	+0.1%	+$246	0.01%	414
2024 Q1	$396K	Hold	6,430	–	–	0.01%	422
2023 Q4	$359K	Sell	6,430 -55	-0.8%	-$2.88K	0.01%	416
2023 Q3	$326K	Buy	+6,485	New	+$339K	0.01%	314

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

RWA Wealth Partners's SPYM Position: Q2 2026 in Review

RWA Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.2% in Q2 2026, buying an estimated $9.73K and bringing the position to 9,834 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #375.

RWA Wealth Partners first reported a position in SPYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.86M in Q3 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

RWA Wealth Partners held 9,834 shares of State Street SPDR Portfolio S&P 500 ETF worth $864K as of Q2 2026.
RWA Wealth Partners bought 114 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $9.73K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #375 holding.
RWA Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
RWA Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.86M in Q3 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.