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

Sax 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	$1.07M	Sell	13,956 -215	-2%	-$18.3K	0.04%	221
2026 Q1	$1.14M	Sell	14,171 -1,412	-9%	-$113K	0.06%	176
2025 Q4	$1.25M	Sell	15,583 -932	-6%	-$74.1K	0.06%	171
2025 Q3	$1.29M	Sell	16,515 -162	-1%	-$12.2K	0.07%	151
2025 Q2	$1.21M	Sell	16,677 -1,403	-8%	-$94.3K	0.07%	152
2025 Q1	$1.19M	Buy	18,080 +5,986	+49%	+$414K	0.09%	125
2024 Q4	$834K	Buy	+12,094	New	+$838K	0.07%	139

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Sax Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q2 2026, selling an estimated $18.3K and leaving 13,956 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #221.

Sax Wealth Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q3 2025. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Sax Wealth Advisors held 13,956 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.07M as of Q2 2026.
Sax Wealth Advisors sold 215 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $18.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #221 holding.
Sax Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Sax Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.29M in Q3 2025.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.