TLWM Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

TLWM Financial’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	$1.41M	Buy	16,031 +760	+5%	+$64.8K	0.23%	35
2026 Q1	$1.17M	Buy	15,271 +623	+4%	+$49.8K	0.21%	35
2025 Q4	$1.18M	Buy	14,648 +489	+3%	+$38.9K	0.22%	38
2025 Q3	$1.11M	Sell	14,159 -24	-0.2%	-$1.81K	0.2%	41
2025 Q2	$1.03M	Sell	14,183 -90	-0.6%	-$6.05K	0.2%	41
2025 Q1	$939K	Sell	14,273 -22	-0.2%	-$1.52K	0.19%	44
2024 Q4	$985K	Buy	14,295 +54	+0.4%	+$3.74K	0.19%	46
2024 Q3	$961K	Sell	14,241 -1,141	-7%	-$74.2K	0.2%	43
2024 Q2	$984K	Sell	15,382 -386	-2%	-$23.8K	0.21%	41
2024 Q1	$970K	Sell	15,768 -1,138	-7%	-$66.6K	0.22%	38
2023 Q4	$945K	Buy	16,906 +409	+2%	+$21.4K	0.22%	36
2023 Q3	$829K	Buy	16,497 +145	+0.9%	+$7.58K	0.22%	38
2023 Q2	$852K	Buy	16,352 +41	+0.3%	+$2.02K	0.25%	37
2023 Q1	$785K	Buy	16,311 +371	+2%	+$17.4K	0.25%	38
2022 Q4	$717K	Buy	15,940 +5,470	+52%	+$247K	0.26%	39
2022 Q3	$1.16M	Sell	10,470 -4,884	-32%	-$228K	0.51%	20
2022 Q2	$687K	Sell	15,354 -4,294	-22%	-$207K	0.26%	41
2022 Q1	$1.04M	Buy	19,648 +616	+3%	+$32.3K	0.36%	32
2021 Q4	$1.06M	Buy	19,032 +894	+5%	+$48.3K	0.36%	33
2021 Q3	$919K	Buy	18,138 +293	+2%	+$15.2K	0.35%	32
2021 Q2	$896K	Buy	17,845 +657	+4%	+$32.2K	0.32%	34
2021 Q1	$803K	Sell	17,188 -48	-0.3%	-$2.18K	0.3%	34
2020 Q4	$758K	Buy	17,236 +575	+3%	+$24K	0.3%	30
2020 Q3	$639K	Buy	16,661 +2,208	+15%	+$86K	0.3%	29
2020 Q2	$528K	Buy	14,453 +1,249	+9%	+$42.9K	0.31%	35
2020 Q1	$401K	Sell	13,204 -2,982	-18%	-$107K	0.24%	41
2019 Q4	$608K	Sell	16,186 -1,046	-6%	-$37.8K	0.29%	33
2019 Q3	$597K	Buy	17,232 +1,694	+11%	+$58.9K	0.31%	30
2019 Q2	$532K	Buy	15,538 +476	+3%	+$16.1K	0.31%	35
2019 Q1	$499K	Buy	15,062 +976	+7%	+$31.2K	0.28%	36
2018 Q4	$425K	Buy	14,086 +2,926	+26%	+$92.3K	0.26%	41
2018 Q3	$383K	Buy	11,160 +831	+8%	+$27.8K	0.22%	45
2018 Q2	$331K	Buy	10,329 +522	+5%	+$16.6K	0.21%	47
2018 Q1	$303K	Buy	9,807 +1,334	+16%	+$42.7K	0.2%	49
2017 Q4	$265K	Buy	+8,473	New	+$258K	0.21%	46

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

TLWM Financial's SPYM Position: Q2 2026 in Review

TLWM Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5% in Q2 2026, buying an estimated $64.8K and bringing the position to 16,031 shares worth $1.41M. The position accounts for 0.23% of the portfolio, ranked #35.

TLWM Financial first reported a position in SPYM in Q4 2017 and has held it in 35 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

TLWM Financial held 16,031 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.41M as of Q2 2026.
TLWM Financial bought 760 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $64.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.23% of TLWM Financial's portfolio in Q2 2026, its #35 holding.
TLWM Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.