TrueWealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

TrueWealth Advisors’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	$2.27M	Sell	25,786 -144	-0.6%	-$12.3K	0.51%	32
2026 Q1	$1.98M	Sell	25,930 -690	-3%	-$55.2K	0.5%	33
2025 Q4	$2.14M	Buy	26,620 +447	+2%	+$35.5K	0.55%	37
2025 Q3	$2.05M	Buy	26,173 +307	+1%	+$23.2K	0.55%	37
2025 Q2	$1.88M	Buy	25,866 +1,061	+4%	+$71.3K	0.56%	38
2025 Q1	$1.63M	Buy	24,805 +1,496	+6%	+$103K	0.54%	39
2024 Q4	$1.61M	Buy	23,309 +469	+2%	+$32.5K	0.54%	42
2024 Q3	$1.54M	Sell	22,840 -1,290	-5%	-$83.9K	0.52%	43
2024 Q2	$1.54M	Sell	24,130 -1,052	-4%	-$64.8K	0.57%	36
2024 Q1	$1.55M	Sell	25,182 -309	-1%	-$18.1K	0.6%	35
2023 Q4	$1.42M	Buy	25,491 +704	+3%	+$36.9K	0.55%	34
2023 Q3	$1.25M	Buy	24,787 +1,176	+5%	+$61.5K	0.53%	37
2023 Q2	$1.23M	Buy	23,611 +1,435	+6%	+$70.8K	0.51%	39
2023 Q1	$1.07M	Sell	22,176 -952	-4%	-$44.7K	0.45%	50
2022 Q4	$1.04M	Buy	23,128 +4,885	+27%	+$221K	0.46%	47
2022 Q3	$766K	Buy	18,243 +1,586	+10%	+$74.1K	0.36%	63
2022 Q2	$739K	Buy	+16,657	New	+$803K	0.34%	65
2021 Q2	–	Sell	-13,243	Closed	-$642K	–	138
2021 Q1	$642K	Buy	+13,243	New	+$601K	0.42%	51

Other funds holding SPYM

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TrueWealth Advisors's SPYM Position: Q2 2026 in Review

TrueWealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.56% in Q2 2026, selling an estimated $12.3K and leaving 25,786 shares worth $2.27M. The position accounts for 0.51% of the portfolio, ranked #32.

TrueWealth Advisors first reported a position in SPYM in Q1 2021 and has held it in 18 quarters since. 884 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

TrueWealth Advisors held 25,786 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.27M as of Q2 2026.
TrueWealth Advisors sold 144 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $12.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.51% of TrueWealth Advisors's portfolio in Q2 2026, its #32 holding.
TrueWealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 18 quarters since.
884 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.