Walsh & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Walsh & Associates’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	$191K	Sell	2,178 -655	-23%	-$55.9K	0.16%	57
2026 Q1	$217K	Sell	2,833 -913	-24%	-$73K	0.22%	50
2025 Q4	$301K	Buy	+3,746	New	+$298K	0.3%	41

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

Walsh & Associates's SPYM Position: Q2 2026 in Review

Walsh & Associates reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 23% in Q2 2026, selling an estimated $55.9K and leaving 2,178 shares worth $191K. The position accounts for 0.16% of the portfolio, ranked #57.

Walsh & Associates first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $301K in Q4 2025. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Walsh & Associates held 2,178 shares of State Street SPDR Portfolio S&P 500 ETF worth $191K as of Q2 2026.
Walsh & Associates sold 655 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $55.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Walsh & Associates's portfolio in Q2 2026, its #57 holding.
Walsh & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
Walsh & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $301K in Q4 2025.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.