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

SeaCrest 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	$943K	Buy	10,728 +1,834	+21%	+$156K	0.1%	174
2026 Q1	$681K	Buy	+8,894	New	+$711K	0.07%	248
2025 Q3	–	Sell	-3,102	Closed	-$225K	–	671
2025 Q2	$225K	Sell	3,102 -94	-3%	-$6.32K	0.02%	536
2025 Q1	$210K	Hold	3,196	–	–	0.02%	604
2024 Q4	$220K	Hold	3,196	–	–	0.02%	595
2024 Q3	$216K	Hold	3,196	–	–	0.02%	590
2024 Q2	$205K	Sell	3,196 -126	-4%	-$7.76K	0.02%	575
2024 Q1	$204K	Buy	+3,322	New	+$195K	0.03%	564
2022 Q3	–	Sell	-1,120	Closed	-$50K	–	1389
2022 Q2	$50K	Buy	+1,120	New	+$54K	0.01%	1117
2018 Q3	–	Sell	-400	Closed	-$13K	–	2328
2018 Q2	$13K	Hold	400	–	–	﹤0.01%	1522
2018 Q1	$12K	Hold	400	–	–	﹤0.01%	1526
2017 Q4	$13K	Buy	+400	New	+$12.2K	﹤0.01%	1514

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

SeaCrest Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 21% in Q2 2026, buying an estimated $156K and bringing the position to 10,728 shares worth $943K. The position accounts for 0.1% of the portfolio, ranked #174.

SeaCrest Wealth Management first reported a position in SPYM in Q4 2017 and has held it in 12 quarters since. 927 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

SeaCrest Wealth Management held 10,728 shares of State Street SPDR Portfolio S&P 500 ETF worth $943K as of Q2 2026.
SeaCrest Wealth Management bought 1,834 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $156K.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of SeaCrest Wealth Management's portfolio in Q2 2026, its #174 holding.
SeaCrest Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 12 quarters since.
927 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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