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

Stratos Wealth 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 Q1	$2.05M	Buy	26,741 +21,876	+450%	+$1.75M	0.13%	168
2025 Q4	$390K	Sell	4,865 -7,019	-59%	-$558K	0.02%	484
2025 Q3	$931K	Sell	11,884 -255	-2%	-$19.2K	0.04%	327
2025 Q2	$882K	Sell	12,139 -705	-5%	-$47.4K	0.05%	330
2025 Q1	$845K	Sell	12,844 -7,389	-37%	-$511K	0.05%	332
2024 Q4	$1.39M	Sell	20,233 -11,768	-37%	-$816K	0.07%	282
2024 Q3	$2.16M	Buy	32,001 +13,078	+69%	+$850K	0.1%	223
2024 Q2	$1.21M	Buy	18,923 +3,539	+23%	+$218K	0.06%	301
2024 Q1	$947K	Sell	15,384 -37,827	-71%	-$2.22M	0.06%	338
2023 Q4	$2.97M	Buy	53,211 +384	+0.7%	+$20.1K	0.17%	167
2023 Q3	$2.66M	Buy	52,827 +2,326	+5%	+$122K	0.18%	156
2023 Q2	$2.63M	Buy	50,501 +2,514	+5%	+$124K	0.19%	147
2023 Q1	$2.31M	Sell	47,987 -19,099	-28%	-$896K	0.18%	158
2022 Q4	$3.02M	Sell	67,086 -27,951	-29%	-$1.26M	0.25%	115
2022 Q3	$3.99M	Sell	95,037 -48,042	-34%	-$2.24M	0.42%	61
2022 Q2	$6.34M	Sell	143,079 -81,543	-36%	-$3.93M	0.58%	31
2022 Q1	$11.9M	Buy	224,622 +45,285	+25%	+$2.37M	0.97%	13
2021 Q4	$10M	Buy	179,337 +14,059	+9%	+$759K	0.72%	22
2021 Q3	$8.34M	Buy	165,278 +1,836	+1%	+$95.2K	0.71%	21
2021 Q2	$8.23M	Buy	163,442 +10,166	+7%	+$499K	0.73%	19
2021 Q1	$7.14M	Buy	153,276 +14,472	+10%	+$656K	0.76%	18
2020 Q4	$6.1M	Buy	138,804 +36,385	+36%	+$1.52M	0.84%	19
2020 Q3	$4.03M	Buy	102,419 +8,720	+9%	+$340K	0.98%	28
2020 Q2	$3.4M	Buy	93,699 +93,094	+15,387%	+$3.2M	1.04%	25
2020 Q1	$18K	Buy	+605	New	+$21.7K	0.01%	222

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stratos Wealth Advisors's SPYM Position: Q1 2026 in Review

Stratos Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 450% in Q1 2026, buying an estimated $1.75M and bringing the position to 26,741 shares worth $2.05M. The position accounts for 0.13% of the portfolio, ranked #168.

Stratos Wealth Advisors first reported a position in SPYM in Q1 2020 and has held it in 25 quarters since. The position peaked at $11.9M in Q1 2022. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Stratos Wealth Advisors held 26,741 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.05M as of Q1 2026.
Stratos Wealth Advisors bought 21,876 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.75M.
State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Stratos Wealth Advisors's portfolio in Q1 2026, its #168 holding.
Stratos Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
Stratos Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $11.9M in Q1 2022.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.