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

Vestia Personal 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	$470K	Buy	91,970 +11,147	+14%	+$951K	0.18%	62
2026 Q1	$408K	Sell	80,823 -4,127	-5%	-$330K	0.19%	65
2025 Q4	$428K	Buy	84,950 +2,799	+3%	+$223K	0.22%	58
2025 Q3	$429K	Buy	82,151 +76,664	+1,397%	+$5.78M	0.25%	58
2025 Q2	$398K	Buy	5,487 +77	+1%	+$5.18K	0.27%	55
2025 Q1	$356K	Sell	5,410 -88	-2%	-$6.09K	0.28%	53
2024 Q4	$379K	Sell	5,498 -108,210	-95%	-$7.5M	0.31%	49
2024 Q3	$360K	Buy	113,708 +110,044	+3,003%	+$7.16M	0.34%	47
2024 Q2	$235K	Buy	+3,664	New	+$226K	0.25%	65

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vestia Personal Wealth Advisors's SPYM Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q2 2026, buying an estimated $951K and bringing the position to 91,970 shares worth $470K. The position accounts for 0.18% of the portfolio, ranked #62.

Vestia Personal Wealth Advisors first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 1,723 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Vestia Personal Wealth Advisors held 91,970 shares of State Street SPDR Portfolio S&P 500 ETF worth $470K as of Q2 2026.
Vestia Personal Wealth Advisors bought 11,147 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $951K.
State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Vestia Personal Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
1,723 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.