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

Schwallier Wealth Management’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	$11M	Buy	125,145 +99,837	+394%	+$8.52M	6.95%	4
2026 Q1	$1.94M	Sell	25,308 -242	-0.9%	-$19.4K	1.42%	14
2025 Q4	$2.08M	Sell	25,550 -4,340	-15%	-$345K	1.33%	13
2025 Q3	$2.34M	Buy	29,890 +2,500	+9%	+$189K	1.46%	13
2025 Q2	$1.99M	Buy	27,390 +1,229	+5%	+$82.6K	1.22%	14
2025 Q1	$1.72M	Sell	26,161 -104	-0.4%	-$7.19K	1.27%	15
2024 Q4	$1.81M	Sell	26,265 -1,331	-5%	-$92.3K	1.38%	12
2024 Q3	$1.86M	Buy	27,596 +844	+3%	+$54.9K	1.33%	12
2024 Q2	$1.71M	Sell	26,752 -2,137	-7%	-$132K	1.39%	12
2024 Q1	$1.78M	Sell	28,889 -3,127	-10%	-$183K	1.43%	13
2023 Q4	$1.79M	Buy	+32,016	New	+$1.68M	1.48%	12

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Schwallier Wealth Management's SPYM Position: Q2 2026 in Review

Schwallier Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 394% in Q2 2026, buying an estimated $8.52M and bringing the position to 125,145 shares worth $11M. The position accounts for 6.95% of the portfolio, ranked #4.

Schwallier Wealth Management first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,723 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Schwallier Wealth Management held 125,145 shares of State Street SPDR Portfolio S&P 500 ETF worth $11M as of Q2 2026.
Schwallier Wealth Management bought 99,837 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $8.52M.
State Street SPDR Portfolio S&P 500 ETF made up 6.95% of Schwallier Wealth Management's portfolio in Q2 2026, its #4 holding.
Schwallier Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,723 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.