SWM
SPYM

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

Spire 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 		$2.14M Buy
24,366
+7,638
+46% +$652K 0.06% 264
2026
Q1 		$1.28M Buy
16,728
+4,708
+39% +$377K 0.04% 347
2025
Q4 		$964K Sell
12,020
-3,064
-20% -$244K 0.03% 397
2025
Q3 		$1.18M Buy
15,084
+5,606
+59% +$423K 0.04% 349
2025
Q2 		$689K Sell
9,478
-39,752
-81% -$2.67M 0.02% 441
2025
Q1 		$3.24M Buy
49,230
+1,634
+3% +$113K 0.1% 175
2024
Q4 		$3.28M Buy
47,596
+2,244
+5% +$156K 0.1% 173
2024
Q3 		$3.06M Buy
45,352
+645
+1% +$41.9K 0.1% 164
2024
Q2 		$2.86M Buy
44,707
+2,214
+5% +$136K 0.1% 183
2024
Q1 		$2.61M Buy
42,493
+5,776
+16% +$338K 0.05% 215
2023
Q4 		$2.08M Buy
36,717
+3,925
+12% +$206K 0.07% 233
2023
Q3 		$1.65M Buy
32,792
+7,921
+32% +$414K 0.06% 249
2023
Q2 		$1.3M Buy
24,871
+2,554
+11% +$126K 0.05% 298
2023
Q1 		$1.07M Buy
22,317
+17,694
+383% +$830K 0.04% 329
2022
Q4 		$208K Buy
4,623
+208
+5% +$9.4K 0.01% 552
2022
Q3 		$185K Sell
4,415
-526
-11% -$24.6K 0.01% 551
2022
Q2 		$219K Buy
4,941
+514
+12% +$24.8K 0.01% 728
2022
Q1 		$235K Sell
4,427
-51
-1% -$2.67K 0.01% 825
2021
Q4 		$250K Sell
4,478
-709
-14% -$38.3K 0.01% 997
2021
Q3 		$262K Buy
5,187
+3
+0.1% +$156 0.01% 816
2021
Q2 		$261K Sell
5,184
-2,127
-29% -$104K 0.01% 836
2021
Q1 		$319K Buy
+7,311
New +$332K 0.01% 830

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

Spire Wealth Management's SPYM Position: Q2 2026 in Review

Spire Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 46% in Q2 2026, buying an estimated $652K and bringing the position to 24,366 shares worth $2.14M. The position accounts for 0.06% of the portfolio, ranked #264.

Spire Wealth Management first reported a position in SPYM in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.28M in Q4 2024. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Spire Wealth Management held 24,366 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.14M as of Q2 2026.
  • Spire Wealth Management bought 7,638 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $652K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Spire Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.28M in Q4 2024.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.