Tower View Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Tower View Wealth Management’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	$11.2M	Buy	127,446 +3,394	+3%	+$290K	4.93%	3
2026 Q1	$9.49M	Buy	124,052 +5,283	+4%	+$423K	4.87%	2
2025 Q4	$9.53M	Buy	118,769 +7,271	+7%	+$578K	4.71%	4
2025 Q3	$8.73M	Buy	111,498 +5,150	+5%	+$388K	4.52%	4
2025 Q2	$7.73M	Buy	106,348 +6,800	+7%	+$457K	4.01%	5
2025 Q1	$6.55M	Buy	99,548 +39,894	+67%	+$2.76M	3.81%	6
2024 Q4	$4.11M	Buy	59,654 +17,455	+41%	+$1.21M	2.17%	19
2024 Q3	$2.85M	Buy	42,199 +11,084	+36%	+$721K	1.56%	29
2024 Q2	$1.99M	Buy	31,115 +26,362	+555%	+$1.62M	1.14%	37
2024 Q1	$292K	Buy	4,753 +4,138	+673%	+$242K	0.17%	56
2023 Q4	$34K	Buy	615 +496	+417%	+$26K	0.02%	91
2023 Q3	$6K	Buy	+119	New	+$6.22K	﹤0.01%	134

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Tower View Wealth Management's SPYM Position: Q2 2026 in Review

Tower View Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.7% in Q2 2026, buying an estimated $290K and bringing the position to 127,446 shares worth $11.2M. The position accounts for 4.93% of the portfolio, ranked #3.

Tower View Wealth Management first reported a position in SPYM in Q3 2023 and has held it in 12 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Tower View Wealth Management held 127,446 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.2M as of Q2 2026.
Tower View Wealth Management bought 3,394 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $290K.
State Street SPDR Portfolio S&P 500 ETF made up 4.93% of Tower View Wealth Management's portfolio in Q2 2026, its #3 holding.
Tower View Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.