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

Sterling Group 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	$96.1M	Buy	1,093,329 +13,647	+1%	+$1.16M	39.42%	1
2026 Q1	$82.6M	Buy	1,079,682 +49,533	+5%	+$3.96M	39.09%	1
2025 Q4	$82.6M	Sell	1,030,149 -2,535	-0.2%	-$202K	40%	1
2025 Q3	$80.9M	Buy	1,032,684 +1,550	+0.2%	+$117K	40.08%	1
2025 Q2	$75M	Buy	1,031,134 +112,051	+12%	+$7.53M	41.48%	1
2025 Q1	$60.4M	Buy	919,083 +18,861	+2%	+$1.3M	32.41%	1
2024 Q4	$62.1M	Buy	900,222 +27,523	+3%	+$1.91M	32.2%	1
2024 Q3	$58.9M	Buy	872,699 +51,339	+6%	+$3.34M	31.24%	1
2024 Q2	$52.6M	Buy	+821,360	New	+$50.6M	30.18%	1
2024 Q1	–	Sell	-160,829	Closed	-$8.99M	–	38
2023 Q4	$8.99M	Buy	+160,829	New	+$8.43M	6.99%	4

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

Sterling Group Wealth Management's SPYM Position: Q2 2026 in Review

Sterling Group Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.3% in Q2 2026, buying an estimated $1.16M and bringing the position to 1,093,329 shares worth $96.1M. The position accounts for 39.42% of the portfolio, ranked #1.

Sterling Group Wealth Management first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Sterling Group Wealth Management held 1,093,329 shares of State Street SPDR Portfolio S&P 500 ETF worth $96.1M as of Q2 2026.
Sterling Group Wealth Management bought 13,647 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.16M.
State Street SPDR Portfolio S&P 500 ETF made up 39.42% of Sterling Group Wealth Management's portfolio in Q2 2026, its #1 holding.
Sterling Group Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.