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

Triad Wealth Partners’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	$5.66M	Sell	63,466 -135,749	-68%	-$11.6M	0.33%	55
2026 Q1	$15.2M	Buy	199,215 +88,118	+79%	+$7.05M	1.21%	17
2025 Q4	$8.91M	Buy	111,097 +1,428	+1%	+$114K	0.85%	30
2025 Q3	$8.59M	Buy	109,669 +1,091	+1%	+$82.3K	1.11%	26
2025 Q2	$7.89M	Buy	108,578 +10,482	+11%	+$705K	1.59%	15
2025 Q1	$6.45M	Buy	98,096 +45,872	+88%	+$3.17M	2.01%	11
2024 Q4	$3.6M	Sell	52,224 -34,894	-40%	-$2.42M	1.3%	17
2024 Q3	$5.88M	Buy	87,118 +19,696	+29%	+$1.28M	3.13%	9
2024 Q2	$4.31M	Sell	67,422 -1,697	-2%	-$104K	2.26%	13
2024 Q1	$4.25M	Buy	+69,119	New	+$4.05M	3.26%	10

Other funds holding SPYM

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

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 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 45.26% 1-Year Est. Return

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

Triad Wealth Partners's SPYM Position: Q2 2026 in Review

Triad Wealth Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 68% in Q2 2026, selling an estimated $11.6M and leaving 63,466 shares worth $5.66M. The position accounts for 0.33% of the portfolio, ranked #55.

Triad Wealth Partners first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.2M in Q1 2026. 1,736 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Triad Wealth Partners held 63,466 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.66M as of Q2 2026.
Triad Wealth Partners sold 135,749 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $11.6M.
State Street SPDR Portfolio S&P 500 ETF made up 0.33% of Triad Wealth Partners's portfolio in Q2 2026, its #55 holding.
Triad Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $15.2M in Q1 2026.
1,736 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.