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

SlateStone 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	$307K	Hold	3,496	–	–	0.02%	256
2026 Q1	$268K	Hold	3,496	–	–	0.02%	260
2025 Q4	$280K	Hold	3,496	–	–	0.02%	266
2025 Q3	$274K	Hold	3,496	–	–	0.02%	258
2025 Q2	$254K	Hold	3,496	–	–	0.02%	261
2025 Q1	$230K	Hold	3,496	–	–	0.02%	260
2024 Q4	$241K	Hold	3,496	–	–	0.02%	261
2024 Q3	$236K	Hold	3,496	–	–	0.02%	259
2024 Q2	$224K	Hold	3,496	–	–	0.02%	261
2024 Q1	$215K	Buy	+3,496	New	+$205K	0.02%	262

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

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 $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

SlateStone Wealth's SPYM Position: Q2 2026 in Review

SlateStone Wealth held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 3,496 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #256.

SlateStone Wealth first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

SlateStone Wealth held 3,496 shares of State Street SPDR Portfolio S&P 500 ETF worth $307K as of Q2 2026.
SlateStone Wealth left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of SlateStone Wealth's portfolio in Q2 2026, its #256 holding.
SlateStone Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.