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

Twin Peaks Wealth 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	$3.15M	Buy	35,872 +3,740	+12%	+$319K	0.71%	38
2026 Q1	$2.46M	Buy	32,132 +2,121	+7%	+$170K	0.62%	43
2025 Q4	$2.45M	Buy	30,011 +9,364	+45%	+$745K	0.71%	37
2025 Q3	$1.62M	Sell	20,647 -223	-1%	-$16.8K	0.55%	44
2025 Q2	$1.58M	Buy	20,870 +851	+4%	+$57.2K	0.51%	42
2025 Q1	$1.27M	Buy	20,019 +5,758	+40%	+$398K	0.58%	46
2024 Q4	$983K	Buy	14,261 +920	+7%	+$63.8K	0.42%	57
2024 Q3	$901K	Sell	13,341 -690	-5%	-$44.9K	0.42%	50
2024 Q2	$898K	Sell	14,031 -3,270	-19%	-$201K	0.45%	49
2024 Q1	$1.06M	Buy	17,301 +5,847	+51%	+$342K	0.59%	40
2023 Q4	$640K	Buy	+11,454	New	+$600K	0.41%	52

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

Twin Peaks Wealth Advisors's SPYM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q2 2026, buying an estimated $319K and bringing the position to 35,872 shares worth $3.15M. The position accounts for 0.71% of the portfolio, ranked #38.

Twin Peaks Wealth Advisors first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Twin Peaks Wealth Advisors held 35,872 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.15M as of Q2 2026.
Twin Peaks Wealth Advisors bought 3,740 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $319K.
State Street SPDR Portfolio S&P 500 ETF made up 0.71% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Twin Peaks Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.