ULWM
SPYM

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

Upper Left 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 		$10.6M Buy
121,120
+573
+0.5% +$48.9K 5.9% 2
2026
Q1 		$9.23M Buy
120,547
+104
+0.1% +$8.32K 5.45% 2
2025
Q4 		$9.66M Buy
120,443
+8,364
+7% +$665K 5.89% 2
2025
Q3 		$8.78M Buy
112,079
+5,251
+5% +$396K 5.51% 2
2025
Q2 		$7.77M Buy
106,828
+12,435
+13% +$836K 5.18% 2
2025
Q1 		$6.21M Buy
94,393
+18,260
+24% +$1.26M 4.45% 2
2024
Q4 		$5.25M Buy
76,133
+4,334
+6% +$300K 4.49% 4
2024
Q3 		$4.76M Buy
71,799
+933
+1% +$60.7K 4.16% 6
2024
Q2 		$4.54M Buy
70,866
+558
+0.8% +$34.4K 4.1% 4
2024
Q1 		$4.33M Sell
70,308
-426
-0.6% -$24.9K 4.01% 6
2023
Q4 		$3.95M Sell
70,734
-2,641
-4% -$138K 3.87% 9
2023
Q3 		$3.69M Buy
73,375
+20,648
+39% +$1.08M 3.84% 9
2023
Q2 		$2.75M Buy
52,727
+779
+1% +$38.4K 3.05% 15
2023
Q1 		$2.5M Buy
51,948
+47
+0.1% +$2.21K 2.84% 16
2022
Q4 		$2.33M Buy
51,901
+44,784
+629% +$2.02M 2.76% 15
2022
Q3 		$2.6M Sell
7,117
-568
-7% -$26.5K 3.38% 12
2022
Q2 		$2.9M Buy
7,685
+534
+7% +$25.7K 3.36% 12
2022
Q1 		$3.24M Sell
7,151
-37,313
-84% -$1.95M 3.36% 13
2021
Q4 		$2.49M Buy
+44,464
New +$2.4M 2.49% 18

Other funds holding SPYM

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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Upper Left Wealth Management's SPYM Position: Q2 2026 in Review

Upper Left Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.48% in Q2 2026, buying an estimated $48.9K and bringing the position to 121,120 shares worth $10.6M. The position accounts for 5.9% of the portfolio, ranked #2.

Upper Left Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Upper Left Wealth Management held 121,120 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.6M as of Q2 2026.
  • Upper Left Wealth Management bought 573 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $48.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up 5.9% of Upper Left Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Upper Left Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.