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

Syntegra Private Wealth Group’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	$6.69M	Buy	76,080 +4,715	+7%	+$402K	0.52%	23
2026 Q1	$5.46M	Buy	71,365 +1,538	+2%	+$123K	0.52%	24
2025 Q4	$5.6M	Sell	69,827 -1,057	-1%	-$84.1K	0.51%	26
2025 Q3	$5.55M	Buy	70,884 +369	+0.5%	+$27.8K	0.52%	25
2025 Q2	$5.13M	Sell	70,515 -6,446	-8%	-$433K	0.52%	24
2025 Q1	$5.06M	Sell	76,961 -2,513	-3%	-$174K	0.59%	20
2024 Q4	$5.48M	Sell	79,474 -2,109	-3%	-$146K	0.62%	20
2024 Q3	$5.51M	Sell	81,583 -4,378	-5%	-$285K	0.64%	20
2024 Q2	$5.5M	Sell	85,961 -3,712	-4%	-$229K	0.7%	19
2024 Q1	$5.52M	Sell	89,673 -15,632	-15%	-$915K	0.71%	19
2023 Q4	$5.89M	Buy	105,305 +5,187	+5%	+$272K	0.83%	18
2023 Q3	$5.03M	Buy	100,118 +3,417	+4%	+$179K	0.79%	20
2023 Q2	$5.04M	Sell	96,701 -9,492	-9%	-$468K	0.77%	21
2023 Q1	$5.11M	Buy	106,193 +1,223	+1%	+$57.4K	0.91%	20
2022 Q4	$4.72M	Buy	+104,970	New	+$4.74M	0.95%	18

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

Syntegra Private Wealth Group's SPYM Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.6% in Q2 2026, buying an estimated $402K and bringing the position to 76,080 shares worth $6.69M. The position accounts for 0.52% of the portfolio, ranked #23.

Syntegra Private Wealth Group first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Syntegra Private Wealth Group held 76,080 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.69M as of Q2 2026.
Syntegra Private Wealth Group bought 4,715 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $402K.
State Street SPDR Portfolio S&P 500 ETF made up 0.52% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #23 holding.
Syntegra Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 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 Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.