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

Shira Ridge 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	$798K	Buy	9,075 +2,158	+31%	+$184K	0.28%	42
2026 Q1	$529K	Buy	6,917 +879	+15%	+$70.3K	0.21%	47
2025 Q4	$484K	Sell	6,038 -13	-0.2%	-$1.03K	0.19%	52
2025 Q3	$474K	Buy	6,051 +460	+8%	+$34.7K	0.2%	51
2025 Q2	$406K	Sell	5,591 -1,347	-19%	-$90.6K	0.19%	52
2025 Q1	$456K	Sell	6,938 -849	-11%	-$58.7K	0.23%	50
2024 Q4	$537K	Sell	7,787 -253	-3%	-$17.5K	0.26%	47
2024 Q3	$543K	Sell	8,040 -593	-7%	-$38.6K	0.28%	52
2024 Q2	$553K	Sell	8,633 -797	-8%	-$49.1K	0.31%	51
2024 Q1	$580K	Sell	9,430 -2,061	-18%	-$121K	0.33%	48
2023 Q4	$642K	Buy	11,491 +614	+6%	+$32.2K	0.39%	44
2023 Q3	$547K	Buy	10,877 +1,014	+10%	+$53K	0.36%	43
2023 Q2	$514K	Buy	9,863 +428	+5%	+$21.1K	0.32%	44
2023 Q1	$454K	Buy	9,435 +459	+5%	+$21.5K	0.3%	48
2022 Q4	$404K	Buy	+8,976	New	+$406K	0.28%	49

Other funds holding SPYM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Shira Ridge Wealth Management's SPYM Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 31% in Q2 2026, buying an estimated $184K and bringing the position to 9,075 shares worth $798K. The position accounts for 0.28% of the portfolio, ranked #42.

Shira Ridge Wealth Management first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Shira Ridge Wealth Management held 9,075 shares of State Street SPDR Portfolio S&P 500 ETF worth $798K as of Q2 2026.
Shira Ridge Wealth Management bought 2,158 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $184K.
State Street SPDR Portfolio S&P 500 ETF made up 0.28% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #42 holding.
Shira Ridge Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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