Spartan Wealth Advisory Services LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Spartan Wealth Advisory Services LLC’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	$7.39M	Buy	84,142 +26,274	+45%	+$2.24M	0.61%	43
2026 Q1	$4.43M	Buy	+57,868	New	+$4.63M	0.39%	60

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's SPYM Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 45% in Q2 2026, buying an estimated $2.24M and bringing the position to 84,142 shares worth $7.39M. The position accounts for 0.61% of the portfolio, ranked #43.

Spartan Wealth Advisory Services LLC first reported a position in SPYM in Q1 2026 and has held it in 2 quarters since. 1,653 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Spartan Wealth Advisory Services LLC held 84,142 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.39M as of Q2 2026.
Spartan Wealth Advisory Services LLC bought 26,274 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.24M.
State Street SPDR Portfolio S&P 500 ETF made up 0.61% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #43 holding.
Spartan Wealth Advisory Services LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
1,653 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.