WBH Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

WBH Advisory’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 Q1	$54.8M	Buy	710,952 +18,343	+3%	+$1.47M	4.11%	3
2025 Q4	$55.6M	Buy	692,609 +54,970	+9%	+$4.37M	4.11%	3
2025 Q3	$50M	Buy	637,639 +44,720	+8%	+$3.37M	3.81%	4
2025 Q2	$43.1M	Buy	592,919 +184,826	+45%	+$12.4M	3.67%	4
2025 Q1	$26.8M	Buy	408,093 +80,712	+25%	+$5.58M	2.5%	6
2024 Q4	$22.6M	Buy	327,381 +6,448	+2%	+$447K	2.09%	9
2024 Q3	$21.7M	Sell	320,933 -953	-0.3%	-$62K	2.05%	9
2024 Q2	$20.6M	Sell	321,886 -2,088	-0.6%	-$129K	2.09%	7
2024 Q1	$19.9M	Buy	323,974 +14,004	+5%	+$820K	2.05%	10
2023 Q4	$17.3M	Buy	309,970 +15,754	+5%	+$825K	1.93%	11
2023 Q3	$14.8M	Buy	294,216 +19,761	+7%	+$1.03M	1.81%	10
2023 Q2	$14.3M	Sell	274,455 -4,630	-2%	-$228K	1.69%	12
2023 Q1	$13.4M	Buy	+279,085	New	+$13.1M	1.68%	13
2022 Q3	$10.8M	Buy	257,571 +14,472	+6%	+$676K	1.56%	14
2022 Q2	$11M	Sell	243,099 -7,090	-3%	-$342K	1.47%	14
2022 Q1	$12.6M	Buy	250,189 +9,917	+4%	+$519K	1.55%	11
2021 Q4	$13.4M	Buy	240,272 +10,706	+5%	+$578K	1.53%	16
2021 Q3	$11.6M	Buy	229,566 +6,009	+3%	+$312K	1.56%	13
2021 Q2	$11.6M	Buy	223,557 +13,562	+6%	+$666K	1.7%	14
2021 Q1	$9.79M	Buy	209,995 +1,120	+0.5%	+$50.8K	1.58%	15
2020 Q4	$9.43M	Buy	208,875 +9,631	+5%	+$402K	1.62%	15
2020 Q3	$7.84M	Buy	199,244 +5,883	+3%	+$229K	1.58%	15
2020 Q2	$7.01M	Buy	193,361 +21,894	+13%	+$753K	1.7%	13
2020 Q1	$5.19K	Buy	+171,467	New	+$6.15M	1.22%	18

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WBH Advisory's SPYM Position: Q1 2026 in Review

WBH Advisory increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.6% in Q1 2026, buying an estimated $1.47M and bringing the position to 710,952 shares worth $54.8M. The position accounts for 4.11% of the portfolio, ranked #3.

WBH Advisory first reported a position in SPYM in Q1 2020 and has held it in 24 quarters since. The position peaked at $55.6M in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

WBH Advisory held 710,952 shares of State Street SPDR Portfolio S&P 500 ETF worth $54.8M as of Q1 2026.
WBH Advisory bought 18,343 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.47M.
State Street SPDR Portfolio S&P 500 ETF made up 4.11% of WBH Advisory's portfolio in Q1 2026, its #3 holding.
WBH Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 24 quarters since.
WBH Advisory's State Street SPDR Portfolio S&P 500 ETF position peaked at $55.6M in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.