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

Sanchez Wealth Management Group’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	$11.8M	Buy	134,586 +35,356	+36%	+$3.02M	2.07%	18
2026 Q1	$7.6M	Buy	99,230 +20,070	+25%	+$1.61M	1.64%	20
2025 Q4	$6.35M	Buy	79,160 +21,086	+36%	+$1.68M	1.36%	21
2025 Q3	$4.55M	Buy	58,074 +20,234	+53%	+$1.53M	1.01%	22
2025 Q2	$2.75M	Buy	37,840 +1,046	+3%	+$70.3K	0.66%	23
2025 Q1	$2.42M	Buy	36,794 +4,266	+13%	+$295K	0.66%	23
2024 Q4	$2.24M	Buy	32,528 +832	+3%	+$57.7K	0.61%	23
2024 Q3	$2.14M	Buy	31,696 +1,647	+5%	+$107K	0.65%	21
2024 Q2	$1.92M	Buy	30,049 +2,706	+10%	+$167K	0.62%	20
2024 Q1	$1.68M	Buy	27,343 +3,989	+17%	+$234K	0.57%	21
2023 Q4	$1.31M	Buy	23,354 +4,858	+26%	+$255K	0.48%	21
2023 Q3	$930K	Buy	18,496 +36	+0.2%	+$1.88K	0.38%	19
2023 Q2	$962K	Buy	18,460 +493	+3%	+$24.3K	0.39%	19
2023 Q1	$865K	Buy	17,967 +210	+1%	+$9.85K	0.38%	19
2022 Q4	$799K	Buy	17,757 +516	+3%	+$23.3K	0.39%	20
2022 Q3	$724K	Sell	17,241 -2,050	-11%	-$95.7K	0.4%	19
2022 Q2	$855K	Buy	19,291 +198	+1%	+$9.54K	0.43%	22
2022 Q1	$1.01M	Sell	19,093 -168	-0.9%	-$8.8K	0.43%	21
2021 Q4	$1.07M	Sell	19,261 -10,439	-35%	-$564K	0.45%	21
2021 Q3	$1.5M	Sell	29,700 -87	-0.3%	-$4.51K	0.67%	17
2021 Q2	$1.5M	Buy	29,787 +924	+3%	+$45.3K	0.68%	17
2021 Q1	$1.34M	Buy	28,863 +544	+2%	+$24.7K	0.68%	16
2020 Q4	$1.25M	Buy	28,319 +10,263	+57%	+$428K	0.67%	16
2020 Q3	$711K	Buy	+18,056	New	+$703K	0.42%	17

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

Sanchez Wealth Management Group's SPYM Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 36% in Q2 2026, buying an estimated $3.02M and bringing the position to 134,586 shares worth $11.8M. The position accounts for 2.07% of the portfolio, ranked #18.

Sanchez Wealth Management Group first reported a position in SPYM in Q3 2020 and has held it in 24 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Sanchez Wealth Management Group held 134,586 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.8M as of Q2 2026.
Sanchez Wealth Management Group bought 35,356 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.02M.
State Street SPDR Portfolio S&P 500 ETF made up 2.07% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #18 holding.
Sanchez Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and has held it in 24 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 Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.