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

Smallwood Wealth Investment 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	$4.61K	Buy	+52	New	+$4.44K	﹤0.01%	371
2026 Q1	–	Hold	0	–	–	–	502
2025 Q4	–	Hold	0	–	–	–	495
2025 Q3	–	Sell	-7	Closed	-$528	–	511
2025 Q2	$546	Sell	7 -24	-77%	-$1.61K	﹤0.01%	491
2025 Q1	$2.07K	Buy	+31	New	+$2.14K	﹤0.01%	383

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

Smallwood Wealth Investment Management's SPYM Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 52 shares worth $4.61K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: Smallwood Wealth Investment Management previously reported a position in SPYM as recently as Q2 2025.

Smallwood Wealth Investment Management first reported a position in SPYM in Q1 2025 and has held it in 3 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Smallwood Wealth Investment Management held 52 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.61K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Smallwood Wealth Investment Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #371 holding.
Smallwood Wealth Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 3 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.