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

Vigilare 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	$368K	Sell	4,192 -625	-13%	-$53.3K	0.11%	88
2026 Q1	$369K	Sell	4,817 -1,040	-18%	-$83.2K	0.12%	80
2025 Q4	$470K	Sell	5,857 -95	-2%	-$7.55K	0.16%	73
2025 Q3	$466K	Sell	5,952 -1,767	-23%	-$133K	0.16%	71
2025 Q2	$561K	Sell	7,719 -320,421	-98%	-$21.5M	0.21%	63
2025 Q1	$21.6M	Buy	+328,140	New	+$22.7M	8.62%	2

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Vigilare Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, selling an estimated $53.3K and leaving 4,192 shares worth $368K. The position accounts for 0.11% of the portfolio, ranked #88.

Vigilare Wealth Management first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.6M in Q1 2025. 382 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Vigilare Wealth Management held 4,192 shares of State Street SPDR Portfolio S&P 500 ETF worth $368K as of Q2 2026.
Vigilare Wealth Management sold 625 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $53.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Vigilare Wealth Management's portfolio in Q2 2026, its #88 holding.
Vigilare Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Vigilare Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $21.6M in Q1 2025.
382 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.