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

Stone Summit 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	$14.3M	Buy	162,191 +4,127	+3%	+$352K	3.62%	5
2026 Q1	$12.1M	Buy	158,064 +1,331	+0.8%	+$106K	3.37%	6
2025 Q4	$12.6M	Buy	156,733 +70,978	+83%	+$5.64M	3.41%	4
2025 Q3	$6.72M	Buy	85,755 +62,500	+269%	+$4.71M	1.91%	15
2025 Q2	$1.69M	Sell	23,255 -1,254	-5%	-$84.3K	0.52%	57
2025 Q1	$1.61M	Sell	24,509 -1,944	-7%	-$134K	0.55%	57
2024 Q4	$1.82M	Sell	26,453 -503	-2%	-$34.9K	0.61%	54
2024 Q3	$1.82M	Sell	26,956 -26	-0.1%	-$1.69K	0.59%	55
2024 Q2	$1.73M	Sell	26,982 -50	-0.2%	-$3.08K	0.62%	55
2024 Q1	$1.66M	Sell	27,032 -1,576	-6%	-$92.3K	0.58%	57
2023 Q4	$1.6M	Sell	28,608 -477	-2%	-$25K	0.61%	57
2023 Q3	$1.46M	Sell	29,085 -996	-3%	-$52.1K	0.63%	58
2023 Q2	$1.57M	Buy	30,081 +4	+0%	+$197	0.65%	55
2023 Q1	$1.45M	Sell	30,077 -1,045	-3%	-$49K	0.64%	55
2022 Q4	$1.4M	Buy	31,122 +826	+3%	+$37.3K	0.69%	49
2022 Q3	$1.27M	Hold	30,296	–	–	0.78%	47
2022 Q2	$1.34M	Sell	30,296 -4,390	-13%	-$212K	0.8%	46
2022 Q1	$1.85M	Sell	34,686 -717	-2%	-$37.5K	1.03%	32
2021 Q4	$1.98M	Buy	+35,403	New	+$1.91M	1.6%	21

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

Stone Summit Wealth's SPYM Position: Q2 2026 in Review

Stone Summit Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.6% in Q2 2026, buying an estimated $352K and bringing the position to 162,191 shares worth $14.3M. The position accounts for 3.62% of the portfolio, ranked #5.

Stone Summit Wealth first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Stone Summit Wealth held 162,191 shares of State Street SPDR Portfolio S&P 500 ETF worth $14.3M as of Q2 2026.
Stone Summit Wealth bought 4,127 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $352K.
State Street SPDR Portfolio S&P 500 ETF made up 3.62% of Stone Summit Wealth's portfolio in Q2 2026, its #5 holding.
Stone Summit Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.