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

Venturi 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	$123M	Buy	+1,398,369	New	+$119M	4.75%	3
2025 Q1	–	Sell	-620	Closed	-$42.8K	–	1639
2024 Q4	$42.8K	Hold	620	–	–	﹤0.01%	1071
2024 Q3	$41.9K	Hold	620	–	–	﹤0.01%	820
2024 Q2	$39.7K	Hold	620	–	–	﹤0.01%	734
2024 Q1	$38.1K	Hold	620	–	–	﹤0.01%	562
2023 Q4	$34.7K	Hold	620	–	–	﹤0.01%	566
2023 Q3	$31.2K	Buy	+620	New	+$32.4K	﹤0.01%	540
2023 Q2	–	Sell	-50	Closed	-$2.41K	–	1246
2023 Q1	$2.41K	Buy	+50	New	+$2.35K	﹤0.01%	974

Other funds holding SPYM

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

Venturi Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 1,398,369 shares worth $123M. The stake represents 4.75% of the portfolio and ranks #3 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in SPYM as recently as Q4 2024.

Venturi Wealth Management first reported a position in SPYM in Q1 2023 and has held it in 8 quarters since. 426 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Venturi Wealth Management held 1,398,369 shares of State Street SPDR Portfolio S&P 500 ETF worth $123M as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Venturi Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 4.75% of Venturi Wealth Management's portfolio in Q2 2026, its #3 holding.
Venturi Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 8 quarters since.
426 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.