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

SOA Wealth Advisors’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	$2.74K	Hold	31	–	–	﹤0.01%	747
2026 Q1	$2.39K	Hold	31	–	–	﹤0.01%	698
2025 Q4	$2.5K	Hold	31	–	–	﹤0.01%	702
2025 Q3	$2.44K	Hold	31	–	–	﹤0.01%	715
2025 Q2	$2.26K	Buy	+31	New	+$2.08K	﹤0.01%	702
2023 Q3	–	Sell	-241	Closed	-$12.6K	–	959
2023 Q2	$12.6K	Hold	241	–	–	﹤0.01%	504
2023 Q1	$11.6K	Hold	241	–	–	﹤0.01%	509
2022 Q4	$10.8K	Hold	241	–	–	﹤0.01%	509
2022 Q3	$10K	Buy	+241	New	+$11.3K	﹤0.01%	515

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

SOA Wealth Advisors's SPYM Position: Q2 2026 in Review

SOA Wealth Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 31 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

SOA Wealth Advisors first reported a position in SPYM in Q3 2022 and has held it in 9 quarters since. The position peaked at $12.6K in Q2 2023. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

SOA Wealth Advisors held 31 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.74K as of Q2 2026.
SOA Wealth Advisors 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 ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #747 holding.
SOA Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 9 quarters since.
SOA Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $12.6K in Q2 2023.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.