Wagner Wealth Management (South Carolina)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wagner Wealth Management (South Carolina)’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	$23.6K	Buy	269 +89	+49%	+$7.59K	﹤0.01%	203
2026 Q1	$13.8K	Buy	180 +1	+0.6%	+$80	﹤0.01%	215
2025 Q4	$14.4K	Sell	179 -50	-22%	-$3.98K	﹤0.01%	204
2025 Q3	$18K	Buy	+229	New	+$17.3K	﹤0.01%	189

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

Wagner Wealth Management (South Carolina)'s SPYM Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 49% in Q2 2026, buying an estimated $7.59K and bringing the position to 269 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Wagner Wealth Management (South Carolina) first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Wagner Wealth Management (South Carolina) held 269 shares of State Street SPDR Portfolio S&P 500 ETF worth $23.6K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 89 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.59K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #203 holding.
Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.