SEP
SPYM

Southland Equity Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Southland Equity Partners’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 		$767K Buy
8,730
+523
+6% +$44.6K 0.13% 123
2026
Q1 		$628K Buy
8,207
+1,448
+21% +$116K 0.12% 123
2025
Q4 		$542K Buy
6,759
+334
+5% +$26.6K 0.11% 134
2025
Q3 		$503K Buy
6,425
+2,464
+62% +$186K 0.1% 141
2025
Q2 		$288K Sell
3,961
-2,216
-36% -$149K 0.06% 186
2025
Q1 		$406K Buy
6,177
+1,699
+38% +$118K 0.09% 145
2024
Q4 		$309K Buy
4,478
+323
+8% +$22.4K 0.07% 168
2024
Q3 		$281K Buy
4,155
+987
+31% +$64.2K 0.07% 178
2024
Q2 		$203K Buy
+3,168
New +$195K 0.06% 205

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GT
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Southland Equity Partners's SPYM Position: Q2 2026 in Review

Southland Equity Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.4% in Q2 2026, buying an estimated $44.6K and bringing the position to 8,730 shares worth $767K. The position accounts for 0.13% of the portfolio, ranked #123.

Southland Equity Partners first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Southland Equity Partners held 8,730 shares of State Street SPDR Portfolio S&P 500 ETF worth $767K as of Q2 2026.
  • Southland Equity Partners bought 523 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $44.6K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Southland Equity Partners's portfolio in Q2 2026, its #123 holding.
  • Southland Equity Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.