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

SFG 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	$46.3M	Buy	526,644 +52,090	+11%	+$4.44M	16.64%	1
2026 Q1	$36.3M	Buy	474,554 +140,616	+42%	+$11.2M	14.95%	1
2025 Q4	$26.8M	Buy	333,938 +323,293	+3,037%	+$25.7M	10.52%	2
2025 Q3	$834K	Buy	+10,645	New	+$803K	0.36%	54
2025 Q2	–	Sell	-19,246	Closed	-$1.27M	–	118
2025 Q1	$1.27M	Buy	19,246 +3,572	+23%	+$247K	0.62%	32
2024 Q4	$1.08M	Sell	15,674 -810	-5%	-$56.1K	0.57%	29
2024 Q3	$1.11M	Buy	16,484 +8,560	+108%	+$557K	0.59%	30
2024 Q2	$507K	Buy	7,924 +1,233	+18%	+$75.9K	0.29%	52
2024 Q1	$412K	Buy	6,691 +307	+5%	+$18K	0.24%	60
2023 Q4	$357K	Sell	6,384 -10,426	-62%	-$546K	0.24%	61
2023 Q3	$845K	Buy	16,810 +7,360	+78%	+$385K	0.67%	31
2023 Q2	$492K	Buy	+9,450	New	+$466K	0.41%	45
2022 Q2	–	Sell	-49,283	Closed	-$2.62M	–	96
2022 Q1	$2.62M	Buy	49,283 +8,330	+20%	+$436K	2.45%	14
2021 Q4	$2.29M	Buy	+40,953	New	+$2.21M	2.03%	15

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

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

SFG Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q2 2026, buying an estimated $4.44M and bringing the position to 526,644 shares worth $46.3M. The position accounts for 16.64% of the portfolio, ranked #1.

SFG Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 14 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

SFG Wealth Management held 526,644 shares of State Street SPDR Portfolio S&P 500 ETF worth $46.3M as of Q2 2026.
SFG Wealth Management bought 52,090 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.44M.
State Street SPDR Portfolio S&P 500 ETF made up 16.64% of SFG Wealth Management's portfolio in Q2 2026, its #1 holding.
SFG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.