SHWM
SPYM

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

Smith & Howard 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 		– Sell
-2,885
Closed -$221K – 105
2026
Q1 		$221K Buy
+2,885
New +$231K 0.05% 82

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

Smith & Howard Wealth Management's SPYM Position: Q2 2026 in Review

Smith & Howard Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 2,885 shares — an estimated $221K sold.

Smith & Howard Wealth Management first reported a position in SPYM in Q1 2026 and held it in 1 quarter. The position peaked at $221K in Q1 2026. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Smith & Howard Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 2,885 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $221K.
  • Smith & Howard Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and held it in 1 quarter.
  • Smith & Howard Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $221K in Q1 2026.
  • 1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.