S
SPYM

Sachetta’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sachetta’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 		$68.5K Buy
+780
New +$66.5K 0.03% 171
2025
Q1 		– Sell
-357
Closed -$24.6K – 1203
2024
Q4 		$24.6K Hold
357
– – 0.01% 329
2024
Q3 		$24.1K Sell
357
-1,267
-78% -$82.4K 0.01% 350
2024
Q2 		$104K Buy
1,624
+736
+83% +$45.3K 0.05% 190
2024
Q1 		$49.6K Hold
888
– – 0.02% 247
2023
Q4 		$49.6K Buy
+888
New +$46.5K 0.02% 247

Other funds holding SPYM

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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Sachetta's SPYM Position: Q2 2026 in Review

Sachetta opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 780 shares worth $68.5K. The stake represents 0.03% of the portfolio and ranks #171 among its holdings. This is a return to the name: Sachetta previously reported a position in SPYM as recently as Q4 2024.

Sachetta first reported a position in SPYM in Q4 2023 and has held it in 6 quarters since. The position peaked at $104K in Q2 2024. 422 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Sachetta held 780 shares of State Street SPDR Portfolio S&P 500 ETF worth $68.5K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Sachetta position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Sachetta's portfolio in Q2 2026, its #171 holding.
  • Sachetta first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 6 quarters since.
  • Sachetta's State Street SPDR Portfolio S&P 500 ETF position peaked at $104K in Q2 2024.
  • 422 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.