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

TSA 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	$50.4M	Buy	573,623 +181,074	+46%	+$15.4M	14.26%	1
2026 Q1	$30M	Buy	392,549 +67,419	+21%	+$5.39M	9.71%	1
2025 Q4	$26.1M	Sell	325,130 -6,978	-2%	-$555K	8.64%	1
2025 Q3	$26M	Sell	332,108 -3,984	-1%	-$301K	8.85%	1
2025 Q2	$24.4M	Sell	336,092 -55,164	-14%	-$3.71M	8.92%	1
2025 Q1	$25.7M	Sell	391,256 -33,642	-8%	-$2.33M	10.23%	1
2024 Q4	$29.3M	Sell	424,898 -15,150	-3%	-$1.05M	11.92%	1
2024 Q3	$29.7M	Sell	440,048 -60,769	-12%	-$3.95M	11.96%	1
2024 Q2	$32.1M	Buy	500,817 +50,007	+11%	+$3.08M	13.65%	1
2024 Q1	$27.7M	Sell	450,810 -93,529	-17%	-$5.48M	12.08%	1
2023 Q4	$30.4M	Buy	+544,339	New	+$28.5M	14.18%	1

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

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

TSA Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 46% in Q2 2026, buying an estimated $15.4M and bringing the position to 573,623 shares worth $50.4M. The position accounts for 14.26% of the portfolio, ranked #1.

TSA Wealth Management first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

TSA Wealth Management held 573,623 shares of State Street SPDR Portfolio S&P 500 ETF worth $50.4M as of Q2 2026.
TSA Wealth Management bought 181,074 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $15.4M.
State Street SPDR Portfolio S&P 500 ETF made up 14.26% of TSA Wealth Management's portfolio in Q2 2026, its #1 holding.
TSA Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.