Tradewinds Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Tradewinds Capital 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	$11.7K	Sell	133 -123	-48%	-$10.5K	﹤0.01%	387
2026 Q1	$19.6K	Hold	256	–	–	﹤0.01%	322
2025 Q4	$20.5K	Hold	256	–	–	﹤0.01%	303
2025 Q3	$20.1K	Buy	256 +123	+92%	+$9.28K	﹤0.01%	295
2025 Q2	$9.67K	Hold	133	–	–	﹤0.01%	352
2025 Q1	$8.75K	Hold	133	–	–	﹤0.01%	370
2024 Q4	$9.17K	Buy	+133	New	+$9.22K	﹤0.01%	376

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

Tradewinds Capital Management's SPYM Position: Q2 2026 in Review

Tradewinds Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 48% in Q2 2026, selling an estimated $10.5K and leaving 133 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Tradewinds Capital Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.5K in Q4 2025. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Tradewinds Capital Management held 133 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.7K as of Q2 2026.
Tradewinds Capital Management sold 123 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $10.5K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #387 holding.
Tradewinds Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Tradewinds Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $20.5K in Q4 2025.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.