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

StoneCrest 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	$10.3M	Sell	117,314 -10,649	-8%	-$909K	3.29%	6
2026 Q1	$9.79M	Buy	127,963 +321	+0.3%	+$25.7K	4.14%	5
2025 Q4	$10.2M	Buy	127,642 +8,486	+7%	+$675K	4.13%	5
2025 Q3	$9.33M	Buy	119,156 +1,362	+1%	+$103K	4.09%	5
2025 Q2	$8.56M	Buy	117,794 +3,929	+3%	+$264K	4.08%	3
2025 Q1	$7.49M	Buy	113,865 +1,640	+1%	+$113K	4.76%	3
2024 Q4	$7.74M	Buy	112,225 +4,076	+4%	+$283K	5.05%	3
2024 Q3	$7.3M	Buy	108,149 +20,036	+23%	+$1.3M	5.31%	3
2024 Q2	$5.64M	Buy	88,113 +234	+0.3%	+$14.4K	4.3%	7
2024 Q1	$5.41M	Buy	87,879 +860	+1%	+$50.4K	4.68%	7
2023 Q4	$4.86M	Buy	+87,019	New	+$4.56M	4.66%	7

Other funds holding SPYM

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

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

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

StoneCrest Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.3% in Q2 2026, selling an estimated $909K and leaving 117,314 shares worth $10.3M. The position accounts for 3.29% of the portfolio, ranked #6.

StoneCrest Wealth Management first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

StoneCrest Wealth Management held 117,314 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.3M as of Q2 2026.
StoneCrest Wealth Management sold 10,649 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $909K.
State Street SPDR Portfolio S&P 500 ETF made up 3.29% of StoneCrest Wealth Management's portfolio in Q2 2026, its #6 holding.
StoneCrest Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.