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

Waterway Wealth Management’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	$727K	Buy	8,273 +802	+11%	+$68.4K	0.15%	66
2026 Q1	$572K	Buy	7,471 +1,188	+19%	+$95K	0.13%	70
2025 Q4	$504K	Buy	6,283 +1,368	+28%	+$109K	0.11%	66
2025 Q3	$385K	Buy	+4,915	New	+$371K	0.09%	70

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

Waterway Wealth Management's SPYM Position: Q2 2026 in Review

Waterway Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q2 2026, buying an estimated $68.4K and bringing the position to 8,273 shares worth $727K. The position accounts for 0.15% of the portfolio, ranked #66.

Waterway Wealth Management first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Waterway Wealth Management held 8,273 shares of State Street SPDR Portfolio S&P 500 ETF worth $727K as of Q2 2026.
Waterway Wealth Management bought 802 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $68.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.15% of Waterway Wealth Management's portfolio in Q2 2026, its #66 holding.
Waterway Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.