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

Vivid 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	$3.36M	Buy	38,253 +1,443	+4%	+$123K	1.18%	17
2026 Q1	$2.82M	Buy	36,810 +883	+2%	+$70.6K	1.14%	23
2025 Q4	$2.88M	Buy	35,927 +2,323	+7%	+$185K	1.12%	31
2025 Q3	$2.63M	Buy	33,604 +453	+1%	+$34.2K	1.05%	43
2025 Q2	$2.41M	Buy	33,151 +812	+3%	+$54.6K	1.06%	48
2025 Q1	$2.13M	Buy	+32,339	New	+$2.24M	1.06%	44

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Vivid Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.9% in Q2 2026, buying an estimated $123K and bringing the position to 38,253 shares worth $3.36M. The position accounts for 1.18% of the portfolio, ranked #17.

Vivid Wealth Management first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 936 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Vivid Wealth Management held 38,253 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.36M as of Q2 2026.
Vivid Wealth Management bought 1,443 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $123K.
State Street SPDR Portfolio S&P 500 ETF made up 1.18% of Vivid Wealth Management's portfolio in Q2 2026, its #17 holding.
Vivid 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.
936 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.