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

SteelPeak Wealth’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	$794K	Sell	9,040 -117	-1%	-$9.98K	0.02%	355
2026 Q1	$701K	Sell	9,157 -20	-0.2%	-$1.6K	0.02%	344
2025 Q4	$736K	Sell	9,177 -715	-7%	-$56.9K	0.02%	308
2025 Q3	$775K	Buy	9,892 +6,714	+211%	+$506K	0.03%	334
2025 Q2	$231K	Buy	+3,178	New	+$214K	0.01%	465
2023 Q1	–	Sell	-75,128	Closed	-$3.38M	–	457
2022 Q4	$3.38M	Buy	+75,128	New	+$3.4M	0.25%	84
2021 Q1	–	Sell	-632,929	Closed	-$27.8M	–	409
2020 Q4	$27.8M	Buy	+632,929	New	+$26.4M	2.53%	7

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SteelPeak Wealth's SPYM Position: Q2 2026 in Review

SteelPeak Wealth reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.3% in Q2 2026, selling an estimated $9.98K and leaving 9,040 shares worth $794K. The position accounts for 0.02% of the portfolio, ranked #355.

SteelPeak Wealth first reported a position in SPYM in Q4 2020 and has held it in 7 quarters since. The position peaked at $27.8M in Q4 2020. 939 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

SteelPeak Wealth held 9,040 shares of State Street SPDR Portfolio S&P 500 ETF worth $794K as of Q2 2026.
SteelPeak Wealth sold 117 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $9.98K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #355 holding.
SteelPeak Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 7 quarters since.
SteelPeak Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $27.8M in Q4 2020.
939 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.