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

Waterfront Wealth’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	$3.31M	Buy	37,202 +1,799	+5%	+$153K	0.51%	62
2026 Q1	$2.71M	Buy	35,403 +29,381	+488%	+$2.35M	0.5%	62
2025 Q4	$482K	Buy	6,022 +2,387	+66%	+$190K	0.09%	197
2025 Q3	$285K	Hold	3,635	–	–	0.06%	235
2025 Q2	$264K	Buy	+3,635	New	+$244K	0.06%	236

Other funds holding SPYM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Waterfront Wealth's SPYM Position: Q2 2026 in Review

Waterfront Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.1% in Q2 2026, buying an estimated $153K and bringing the position to 37,202 shares worth $3.31M. The position accounts for 0.51% of the portfolio, ranked #62.

Waterfront Wealth first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Waterfront Wealth held 37,202 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.31M as of Q2 2026.
Waterfront Wealth bought 1,799 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $153K.
State Street SPDR Portfolio S&P 500 ETF made up 0.51% of Waterfront Wealth's portfolio in Q2 2026, its #62 holding.
Waterfront Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.