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

WCG Wealth Advisors’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	$94M	Sell	1,069,193 -89,908	-8%	-$7.67M	2.23%	3
2026 Q1	$88.7M	Buy	1,159,101 +46,600	+4%	+$3.73M	2.48%	3
2025 Q4	$89.2M	Buy	1,112,501 +801,849	+258%	+$63.8M	2.5%	3
2025 Q3	$24.3M	Sell	310,652 -38,376	-11%	-$2.89M	1.53%	13
2025 Q2	$25.4M	Buy	349,028 +39,504	+13%	+$2.66M	1.64%	11
2025 Q1	$20.4M	Sell	309,524 -58,957	-16%	-$4.08M	1.55%	14
2024 Q4	$25.4M	Buy	368,481 +2,359	+0.6%	+$164K	1.68%	12
2024 Q3	$24.7M	Sell	366,122 -107,401	-23%	-$6.98M	1.67%	10
2024 Q2	$30.3M	Buy	473,523 +331,922	+234%	+$20.4M	2.24%	6
2024 Q1	$8.71M	Sell	141,601 -11,697	-8%	-$685K	0.73%	39
2023 Q4	$8.57M	Sell	153,298 -15,181	-9%	-$795K	0.63%	47
2023 Q3	$8.47M	Buy	168,479 +8,254	+5%	+$432K	0.62%	49
2023 Q2	$8.35M	Sell	160,225 -14,763	-8%	-$729K	0.98%	33
2023 Q1	$8.43M	Buy	+174,988	New	+$8.21M	1.08%	28

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

WCG Wealth Advisors's SPYM Position: Q2 2026 in Review

WCG Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.8% in Q2 2026, selling an estimated $7.67M and leaving 1,069,193 shares worth $94M. The position accounts for 2.23% of the portfolio, ranked #3.

WCG Wealth Advisors first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

WCG Wealth Advisors held 1,069,193 shares of State Street SPDR Portfolio S&P 500 ETF worth $94M as of Q2 2026.
WCG Wealth Advisors sold 89,908 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.67M.
State Street SPDR Portfolio S&P 500 ETF made up 2.23% of WCG Wealth Advisors's portfolio in Q2 2026, its #3 holding.
WCG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 14 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 WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.