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

Wealth Advisors of Iowa’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	$30.8M	Buy	350,771 +30,265	+9%	+$2.58M	8.35%	4
2026 Q1	$24.5M	Sell	320,506 -284	-0.1%	-$22.7K	7.59%	5
2025 Q4	$25.7M	Sell	320,790 -14	-0%	-$1.11K	8.45%	4
2025 Q3	$25.1M	Sell	320,804 -6,168	-2%	-$465K	8.56%	4
2025 Q2	$23.8M	Sell	326,972 -2,514	-0.8%	-$169K	8.88%	4
2025 Q1	$21.7M	Sell	329,486 -7,813	-2%	-$540K	9.31%	3
2024 Q4	$23.3M	Buy	337,299 +2,937	+0.9%	+$204K	11.73%	2
2024 Q3	$22.6M	Buy	+334,362	New	+$21.7M	11.49%	2
2024 Q2	–	Sell	-349,090	Closed	-$21.5M	–	65
2024 Q1	$21.5M	Sell	349,090 -68,672	-16%	-$4.02M	13.06%	2
2023 Q4	$23.4M	Sell	417,762 -148,715	-26%	-$7.79M	15.68%	2
2023 Q3	$28.5M	Sell	566,477 -15,952	-3%	-$834K	20.03%	1
2023 Q2	$30.4M	Buy	582,429 +213,071	+58%	+$10.5M	21.95%	1
2023 Q1	$17.8M	Buy	369,358 +80,669	+28%	+$3.78M	13.9%	3
2022 Q4	$13M	Sell	288,689 -25,649	-8%	-$1.16M	10.61%	2
2022 Q3	$13.2M	Sell	314,338 -1,215,316	-79%	-$56.8M	12.33%	2
2022 Q2	$72.3M	Buy	1,529,654 +1,025,152	+203%	+$49.4M	12.7%	3
2022 Q1	$26.8M	Buy	504,502 +492,937	+4,262%	+$25.8M	13.42%	2
2021 Q4	$646K	Buy	+11,565	New	+$624K	0.35%	24

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

Wealth Advisors of Iowa's SPYM Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.4% in Q2 2026, buying an estimated $2.58M and bringing the position to 350,771 shares worth $30.8M. The position accounts for 8.35% of the portfolio, ranked #4.

Wealth Advisors of Iowa first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $72.3M in Q2 2022. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Wealth Advisors of Iowa held 350,771 shares of State Street SPDR Portfolio S&P 500 ETF worth $30.8M as of Q2 2026.
Wealth Advisors of Iowa bought 30,265 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.58M.
State Street SPDR Portfolio S&P 500 ETF made up 8.35% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #4 holding.
Wealth Advisors of Iowa first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Wealth Advisors of Iowa's State Street SPDR Portfolio S&P 500 ETF position peaked at $72.3M in Q2 2022.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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