WCFA
SPYM

Walkner Condon Financial Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Walkner Condon Financial 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 		$49.1M Buy
559,275
+21,064
+4% +$1.8M 5.64% 2
2026
Q1 		$41.2M Buy
538,211
+32,428
+6% +$2.59M 5.43% 2
2025
Q4 		$40.6M Buy
505,783
+96,299
+24% +$7.66M 5.64% 2
2025
Q3 		$32.1M Buy
409,484
+37,766
+10% +$2.85M 5.08% 2
2025
Q2 		$27M Buy
371,718
+26,852
+8% +$1.81M 4.97% 2
2025
Q1 		$22.7M Sell
344,866
-64,434
-16% -$4.46M 4.59% 2
2024
Q4 		$28.2M Buy
409,300
+933
+0.2% +$64.7K 5.73% 1
2024
Q3 		$27.6M Buy
408,367
+37,786
+10% +$2.46M 5.63% 1
2024
Q2 		$23.7M Sell
370,581
-65,153
-15% -$4.01M 5.12% 1
2024
Q1 		$26.8M Buy
435,734
+155,924
+56% +$9.13M 5.69% 1
2023
Q4 		$15.6M Buy
279,810
+5,061
+2% +$265K 3.56% 1
2023
Q3 		$13.8M Sell
274,749
-15,783
-5% -$826K 3.66% 2
2023
Q2 		$15.1M Sell
290,532
-183
-0.1% -$9.03K 4.01% 2
2023
Q1 		$14M Sell
290,715
-106
-0% -$4.97K 3.92% 2
2022
Q4 		$13.1M Sell
290,821
-11,325
-4% -$512K 3.91% 2
2022
Q3 		$12.7M Sell
302,146
-15,832
-5% -$739K 4.09% 2
2022
Q2 		$14.1M Buy
317,978
+4,962
+2% +$239K 4.41% 2
2022
Q1 		$16.6M Buy
+313,016
New +$16.4M 4.73% 2
2021
Q3 		– Sell
-325,250
Closed -$16.4M – 171
2021
Q2 		$16.4M Buy
325,250
+735
+0.2% +$36.1K 6% 1
2021
Q1 		$15.1M Sell
324,515
-30,582
-9% -$1.39M 5.88% 1
2020
Q4 		$15.6M Sell
355,097
-25,249
-7% -$1.05M 6.73% 1
2020
Q3 		$15M Buy
380,346
+18,718
+5% +$729K 8.02% 1
2020
Q2 		$13.1M Sell
361,628
-12,565
-3% -$432K 11.54% 1
2020
Q1 		$11.3M Buy
374,193
+38,932
+12% +$1.4M 12.09% 2
2019
Q4 		$12.7M Buy
+335,261
New +$12.1M 12.23% 2

Other funds holding SPYM

GT
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
GI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Walkner Condon Financial Advisors's SPYM Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.9% in Q2 2026, buying an estimated $1.8M and bringing the position to 559,275 shares worth $49.1M. The position accounts for 5.64% of the portfolio, ranked #2.

Walkner Condon Financial Advisors first reported a position in SPYM in Q4 2019 and has held it in 25 quarters since. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Walkner Condon Financial Advisors held 559,275 shares of State Street SPDR Portfolio S&P 500 ETF worth $49.1M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 21,064 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.8M.
  • State Street SPDR Portfolio S&P 500 ETF made up 5.64% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Walkner Condon Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • 852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.