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

Stratos Wealth Partners’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	$129M	Buy	1,465,039 +186,446	+15%	+$15.9M	1.3%	11
2026 Q1	$97.9M	Buy	1,278,593 +29,465	+2%	+$2.36M	1.11%	13
2025 Q4	$100M	Buy	1,249,128 +274,020	+28%	+$21.8M	1.13%	13
2025 Q3	$76.4M	Buy	975,108 +24,934	+3%	+$1.88M	0.9%	16
2025 Q2	$69.1M	Sell	950,174 -149,350	-14%	-$10M	0.93%	14
2025 Q1	$72.3M	Sell	1,099,524 -10,727	-1%	-$742K	1.1%	13
2024 Q4	$76.5M	Sell	1,110,251 -157,712	-12%	-$10.9M	1.08%	13
2024 Q3	$85.6M	Sell	1,267,963 -119,367	-9%	-$7.76M	1.24%	11
2024 Q2	$88.8M	Sell	1,387,330 -42,608	-3%	-$2.62M	1.42%	11
2024 Q1	$88M	Sell	1,429,938 -3,231	-0.2%	-$189K	1.46%	10
2023 Q4	$80.1M	Buy	1,433,169 +98,226	+7%	+$5.15M	1.49%	9
2023 Q3	$67.1M	Buy	1,334,943 +373,236	+39%	+$19.5M	1.44%	9
2023 Q2	$50.1M	Sell	961,707 -98,774	-9%	-$4.87M	1.14%	11
2023 Q1	$51.1M	Buy	1,060,481 +608,763	+135%	+$28.6M	1.36%	10
2022 Q4	$20.3M	Buy	451,718 +46,298	+11%	+$2.09M	0.51%	38
2022 Q3	$17M	Sell	405,420 -10,933	-3%	-$511K	0.48%	42
2022 Q2	$18.5M	Buy	416,353 +74,835	+22%	+$3.61M	0.47%	42
2022 Q1	$18.1M	Buy	341,518 +88,373	+35%	+$4.63M	0.41%	47
2021 Q4	$14.1M	Sell	253,145 -52	-0%	-$2.81K	0.31%	60
2021 Q3	$12.8M	Sell	253,197 -7,453	-3%	-$387K	0.33%	59
2021 Q2	$13.1M	Sell	260,650 -9,169	-3%	-$450K	0.33%	59
2021 Q1	$12.6M	Sell	269,819 -25,925	-9%	-$1.18M	0.35%	55
2020 Q4	$13M	Buy	295,744 +4,183	+1%	+$174K	0.39%	48
2020 Q3	$11.5M	Buy	291,561 +27,380	+10%	+$1.07M	0.38%	52
2020 Q2	$9.58M	Buy	264,181 +34,638	+15%	+$1.19M	0.34%	64
2020 Q1	$6.94M	Buy	229,543 +200,851	+700%	+$7.21M	0.32%	68
2019 Q4	$1.08M	Buy	28,692 +16,403	+133%	+$593K	0.04%	373
2019 Q3	$428K	Buy	12,289 +2,345	+24%	+$81.5K	0.02%	616
2019 Q2	$343K	Hold	9,944	–	–	0.01%	688
2019 Q1	$330K	Hold	9,944	–	–	0.01%	672
2018 Q4	$290K	Buy	9,944 +723	+8%	+$22.8K	0.02%	673
2018 Q3	$314K	Sell	9,221 -405	-4%	-$13.5K	0.01%	690
2018 Q2	$307K	Hold	9,626	–	–	0.01%	740
2018 Q1	$298K	Buy	9,626 +170	+2%	+$5.44K	0.01%	724
2017 Q4	$296K	Hold	9,456	–	–	0.01%	718
2017 Q3	$279K	Buy	+9,456	New	+$274K	0.01%	719

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

Stratos Wealth Partners's SPYM Position: Q2 2026 in Review

Stratos Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 15% in Q2 2026, buying an estimated $15.9M and bringing the position to 1,465,039 shares worth $129M. The position accounts for 1.3% of the portfolio, ranked #11.

Stratos Wealth Partners first reported a position in SPYM in Q3 2017 and has held it in 36 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Stratos Wealth Partners held 1,465,039 shares of State Street SPDR Portfolio S&P 500 ETF worth $129M as of Q2 2026.
Stratos Wealth Partners bought 186,446 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $15.9M.
State Street SPDR Portfolio S&P 500 ETF made up 1.3% of Stratos Wealth Partners's portfolio in Q2 2026, its #11 holding.
Stratos Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2017 and has held it in 36 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 Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.