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

Stegent Equity 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	$2.28M	Sell	25,910 -1,103	-4%	-$94.1K	1.63%	24
2026 Q1	$2.07M	Sell	27,013 -578	-2%	-$46.2K	1.76%	19
2025 Q4	$2.21M	Buy	27,591 +511	+2%	+$40.6K	1.73%	17
2025 Q3	$2.12M	Buy	27,080 +385	+1%	+$29K	1.73%	18
2025 Q2	$1.94M	Hold	26,695	–	–	1.72%	17
2025 Q1	$1.76M	Sell	26,695 -2,957	-10%	-$205K	1.78%	14
2024 Q4	$2.04M	Buy	29,652 +2,913	+11%	+$202K	2.07%	13
2024 Q3	$1.81M	Hold	26,739	–	–	1.99%	15
2024 Q2	$1.71M	Hold	26,739	–	–	1.78%	20
2024 Q1	$1.65M	Hold	26,739	–	–	1.67%	20
2023 Q4	$1.49M	Hold	26,739	–	–	1.77%	24
2023 Q3	$1.34M	Hold	26,739	–	–	1.7%	21
2023 Q2	$1.39M	Hold	26,739	–	–	1.56%	22
2023 Q1	$1.29M	Hold	26,739	–	–	1.28%	27
2022 Q4	$1.2M	Sell	26,739 -7,200	-21%	-$325K	1.44%	34
2022 Q3	$1.43M	Hold	33,939	–	–	2.14%	18
2022 Q2	$1.5M	Sell	33,939 -128	-0.4%	-$6.17K	1.95%	15
2022 Q1	$1.81M	Buy	34,067 +232	+0.7%	+$12.1K	1.53%	24
2021 Q4	$1.89M	Buy	+33,835	New	+$1.83M	1.53%	26

Other funds holding SPYM

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

Walleye Capital New York $28B AUM 44.22% 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

Stegent Equity Advisors's SPYM Position: Q2 2026 in Review

Stegent Equity Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.1% in Q2 2026, selling an estimated $94.1K and leaving 25,910 shares worth $2.28M. The position accounts for 1.63% of the portfolio, ranked #24.

Stegent Equity Advisors first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Stegent Equity Advisors held 25,910 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.28M as of Q2 2026.
Stegent Equity Advisors sold 1,103 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $94.1K.
State Street SPDR Portfolio S&P 500 ETF made up 1.63% of Stegent Equity Advisors's portfolio in Q2 2026, its #24 holding.
Stegent Equity Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.