TWM
SPYM

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

Trinity 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 		$9M Buy
102,436
+2,514
+3% +$214K 2.86% 12
2026
Q1 		$7.65M Sell
99,922
-300
-0.3% -$24K 2.81% 10
2025
Q4 		$8.04M Buy
100,222
+10,089
+11% +$802K 2.96% 11
2025
Q3 		$7.06M Buy
90,133
+1,150
+1% +$86.7K 2.65% 11
2025
Q2 		$6.47M Sell
88,983
-9,120
-9% -$613K 2.57% 11
2025
Q1 		$6.45M Buy
98,103
+741
+0.8% +$51.3K 2.95% 11
2024
Q4 		$6.71M Buy
97,362
+3,094
+3% +$214K 3.04% 11
2024
Q3 		$6.36M Buy
94,268
+2,582
+3% +$168K 2.92% 11
2024
Q2 		$5.87M Sell
91,686
-2,285
-2% -$141K 2.93% 13
2024
Q1 		$5.78M Buy
93,971
+565
+0.6% +$33.1K 2.98% 13
2023
Q4 		$5.22M Buy
93,406
+3,788
+4% +$198K 3.13% 12
2023
Q3 		$4.5M Sell
89,618
-1,558
-2% -$81.5K 2.79% 14
2023
Q2 		$4.75M Buy
91,176
+11,555
+15% +$570K 2.9% 13
2023
Q1 		$3.83M Buy
79,621
+6,597
+9% +$310K 2.52% 14
2022
Q4 		$3.28M Sell
73,024
-4,098
-5% -$185K 2.34% 15
2022
Q3 		$3.24M Buy
77,122
+3,160
+4% +$148K 2.59% 14
2022
Q2 		$3.28M Buy
73,962
+3,475
+5% +$167K 2.56% 14
2022
Q1 		$3.75M Sell
70,487
-2,183
-3% -$114K 2.63% 13
2021
Q4 		$4.06M Buy
72,670
+3,665
+5% +$198K 2.79% 12
2021
Q3 		$3.48M Buy
69,005
+1,036
+2% +$53.7K 2.63% 12
2021
Q2 		$3.42M Buy
67,969
+3,570
+6% +$175K 2.67% 11
2021
Q1 		$3M Buy
64,399
+8,414
+15% +$382K 2.6% 10
2020
Q4 		$2.46M Buy
+55,985
New +$2.33M 2.24% 11
2020
Q2 		$1.91M Sell
52,804
-36,766
-41% -$1.26M 2.67% 11
2020
Q1 		$2.71M Sell
89,570
-27,195
-23% -$976K 3.55% 10
2019
Q4 		$4.42M Buy
+116,765
New +$4.22M 4.43% 9

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Trinity Wealth Management's SPYM Position: Q2 2026 in Review

Trinity Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.5% in Q2 2026, buying an estimated $214K and bringing the position to 102,436 shares worth $9M. The position accounts for 2.86% of the portfolio, ranked #12.

Trinity Wealth Management first reported a position in SPYM in Q4 2019 and has held it in 26 quarters since. 809 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Trinity Wealth Management held 102,436 shares of State Street SPDR Portfolio S&P 500 ETF worth $9M as of Q2 2026.
  • Trinity Wealth Management bought 2,514 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $214K.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.86% of Trinity Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Trinity Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 809 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.