TWG
SPYM

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

The 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 		$1.79M Sell
20,361
-40
-0.2% -$3.41K 0.34% 30
2026
Q1 		$1.56M Buy
20,401
+1,119
+6% +$89.5K 0.36% 29
2025
Q4 		$1.55M Buy
19,282
+32
+0.2% +$2.54K 0.35% 28
2025
Q3 		$1.51M Sell
19,250
-4,571
-19% -$345K 0.35% 30
2025
Q2 		$1.73M Buy
+23,821
New +$1.6M 0.44% 29

Other funds holding SPYM

GI
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
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
KW
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
LA
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

The Wealth Group's SPYM Position: Q2 2026 in Review

The Wealth Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.2% in Q2 2026, selling an estimated $3.41K and leaving 20,361 shares worth $1.79M. The position accounts for 0.34% of the portfolio, ranked #30.

The Wealth Group first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • The Wealth Group held 20,361 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.79M as of Q2 2026.
  • The Wealth Group sold 40 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.41K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.34% of The Wealth Group's portfolio in Q2 2026, its #30 holding.
  • The Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.