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

Segment 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	$28.3M	Buy	321,618 +23,490	+8%	+$2M	1.47%	13
2026 Q1	$22.8M	Sell	298,128 -74,583	-20%	-$5.97M	1.34%	19
2025 Q4	$29.9M	Buy	372,711 +76,400	+26%	+$6.08M	1.73%	11
2025 Q3	$23.2M	Buy	296,311 +271,563	+1,097%	+$20.5M	1.39%	16
2025 Q2	$1.8M	Buy	24,748 +15,765	+175%	+$1.06M	0.11%	114
2025 Q1	$591K	Buy	8,983 +5,563	+163%	+$385K	0.04%	184
2024 Q4	$236K	Buy	+3,420	New	+$237K	0.02%	243

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

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 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

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

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

Segment Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.9% in Q2 2026, buying an estimated $2M and bringing the position to 321,618 shares worth $28.3M. The position accounts for 1.47% of the portfolio, ranked #13.

Segment Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.9M in Q4 2025. 442 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Segment Wealth Management held 321,618 shares of State Street SPDR Portfolio S&P 500 ETF worth $28.3M as of Q2 2026.
Segment Wealth Management bought 23,490 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2M.
State Street SPDR Portfolio S&P 500 ETF made up 1.47% of Segment Wealth Management's portfolio in Q2 2026, its #13 holding.
Segment Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Segment Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $29.9M in Q4 2025.
442 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.