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

Simplicity Wealth’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	$40.5M	Buy	461,034 +46,393	+11%	+$3.96M	1.37%	8
2026 Q1	$31.7M	Buy	414,641 +76,843	+23%	+$6.15M	1.8%	8
2025 Q4	$27.1M	Buy	337,798 +28,575	+9%	+$2.27M	1.62%	10
2025 Q3	$24.2M	Sell	309,223 -139,303	-31%	-$10.5M	1.4%	11
2025 Q2	$32.6M	Buy	448,526 +309,098	+222%	+$20.8M	1.36%	12
2025 Q1	$9.17M	Buy	139,428 +27,095	+24%	+$1.87M	0.71%	25
2024 Q4	$7.74M	Sell	112,333 -20,414	-15%	-$1.41M	1.61%	12
2024 Q3	$8.96M	Sell	132,747 -26,424	-17%	-$1.72M	0.83%	19
2024 Q2	$10.2M	Buy	159,171 +13,553	+9%	+$834K	0.23%	86
2024 Q1	$8.96M	Buy	145,618 +107,931	+286%	+$6.32M	0.21%	93
2023 Q4	$2.11M	Buy	37,687 +22,843	+154%	+$1.2M	0.82%	26
2023 Q3	$746K	Buy	14,844 +4,180	+39%	+$219K	0.44%	35
2023 Q2	$556K	Buy	10,664 +1,287	+14%	+$63.5K	0.35%	45
2023 Q1	$452K	Sell	9,377 -2,031	-18%	-$95.3K	0.3%	44
2022 Q4	$513K	Sell	11,408 -15,181	-57%	-$686K	0.45%	32
2022 Q3	$1.12M	Buy	26,589 +172	+0.7%	+$8.03K	1.5%	24
2022 Q2	$1.17M	Sell	26,417 -17,688	-40%	-$852K	1.71%	19
2022 Q1	$2.34M	Sell	44,105 -25,001	-36%	-$1.31M	2.28%	16
2021 Q4	$3.86M	Buy	+69,106	New	+$3.73M	2.08%	20

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

Simplicity Wealth's SPYM Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q2 2026, buying an estimated $3.96M and bringing the position to 461,034 shares worth $40.5M. The position accounts for 1.37% of the portfolio, ranked #8.

Simplicity Wealth first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,719 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Simplicity Wealth held 461,034 shares of State Street SPDR Portfolio S&P 500 ETF worth $40.5M as of Q2 2026.
Simplicity Wealth bought 46,393 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.96M.
State Street SPDR Portfolio S&P 500 ETF made up 1.37% of Simplicity Wealth's portfolio in Q2 2026, its #8 holding.
Simplicity Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,719 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.