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

Watershed Private 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	$1.56M	Sell	17,698 -926	-5%	-$79K	0.44%	41
2026 Q1	$1.43M	Sell	18,624 -596	-3%	-$47.7K	0.44%	42
2025 Q4	$1.54M	Sell	19,220 -1	-0%	-$80	0.46%	42
2025 Q3	$1.51M	Sell	19,221 -73	-0.4%	-$5.51K	0.48%	41
2025 Q2	$1.4M	Sell	19,294 -1,196	-6%	-$80.4K	0.51%	36
2025 Q1	$1.35M	Sell	20,490 -988	-5%	-$68.3K	0.54%	34
2024 Q4	$1.48M	Sell	21,478 -487	-2%	-$33.8K	0.58%	34
2024 Q3	$1.48M	Sell	21,965 -471	-2%	-$30.6K	0.59%	33
2024 Q2	$1.44M	Sell	22,436 -691	-3%	-$42.5K	0.61%	32
2024 Q1	$1.42M	Buy	23,127 +10,499	+83%	+$615K	0.63%	36
2023 Q4	$706K	Sell	12,628 -11,707	-48%	-$613K	0.39%	57
2023 Q3	$1.22M	Buy	24,335 +4,733	+24%	+$248K	0.75%	40
2023 Q2	$1.02M	Buy	19,602 +118	+0.6%	+$5.82K	0.62%	44
2023 Q1	$938K	Hold	19,484	–	–	0.63%	44
2022 Q4	$876K	Buy	+19,484	New	+$881K	0.67%	42

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

Watershed Private Wealth's SPYM Position: Q2 2026 in Review

Watershed Private Wealth reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5% in Q2 2026, selling an estimated $79K and leaving 17,698 shares worth $1.56M. The position accounts for 0.44% of the portfolio, ranked #41.

Watershed Private Wealth first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Watershed Private Wealth held 17,698 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.56M as of Q2 2026.
Watershed Private Wealth sold 926 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $79K.
State Street SPDR Portfolio S&P 500 ETF made up 0.44% of Watershed Private Wealth's portfolio in Q2 2026, its #41 holding.
Watershed Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.