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

Visionary 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	$1.22M	Buy	13,872 +249	+2%	+$21.2K	0.05%	280
2026 Q1	$1.04M	Buy	+13,623	New	+$1.09M	0.05%	275
2021 Q1	–	Sell	-5,792	Closed	-$255K	–	330
2020 Q4	$255K	Sell	5,792 -11,749	-67%	-$490K	0.03%	254
2020 Q3	$690K	Sell	17,541 -28	-0.2%	-$1.09K	0.1%	138
2020 Q2	$637K	Sell	17,569 -143,428	-89%	-$4.93M	0.1%	135
2020 Q1	$4.87M	Buy	160,997 +21,715	+16%	+$779K	0.92%	31
2019 Q4	$5.27M	Buy	+139,282	New	+$5.04M	0.94%	33

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

Visionary Wealth Advisors's SPYM Position: Q2 2026 in Review

Visionary Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.8% in Q2 2026, buying an estimated $21.2K and bringing the position to 13,872 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #280.

Visionary Wealth Advisors first reported a position in SPYM in Q4 2019 and has held it in 7 quarters since. The position peaked at $5.27M in Q4 2019. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Visionary Wealth Advisors held 13,872 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.22M as of Q2 2026.
Visionary Wealth Advisors bought 249 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $21.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #280 holding.
Visionary Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 7 quarters since.
Visionary Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.27M in Q4 2019.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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