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

Wealth Advisory Solutions’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	$24.7M	Buy	322,447 +1,610	+0.5%	+$129K	5.5%	4
2025 Q4	$25.7M	Sell	320,837 -5,469	-2%	-$435K	6%	3
2025 Q3	$25.6M	Buy	326,306 +17,392	+6%	+$1.31M	6.19%	3
2025 Q2	$22.5M	Buy	308,914 +7,093	+2%	+$477K	5.69%	3
2025 Q1	$19.8M	Buy	301,821 +12,943	+4%	+$895K	5.25%	3
2024 Q4	$19.9M	Buy	288,878 +21,714	+8%	+$1.51M	5.58%	4
2024 Q3	$18M	Buy	267,164 +4,921	+2%	+$320K	4.96%	4
2024 Q2	$16.8M	Sell	262,243 -2,788	-1%	-$172K	4.55%	4
2024 Q1	$16.3M	Buy	+265,031	New	+$15.5M	4.22%	5
2023 Q4	–	Sell	-265,093	Closed	-$13.3M	–	106
2023 Q3	$13.3M	Sell	265,093 -299,018	-53%	-$15.6M	2.61%	8
2023 Q2	$29.4M	Sell	564,111 -3,083	-0.5%	-$152K	7.82%	2
2023 Q1	$27.3M	Buy	567,194 +4,171	+0.7%	+$196K	7.26%	2
2022 Q4	$25.3M	Sell	563,023 -250	-0%	-$11.3K	6.8%	2
2022 Q3	$23.7M	Buy	563,273 +285,314	+103%	+$13.3M	6.54%	2
2022 Q2	$12.3M	Buy	277,959 +108,887	+64%	+$5.25M	3.03%	4
2022 Q1	$8.98M	Buy	+169,072	New	+$8.85M	1.87%	13
2021 Q3	$3.23M	Sell	64,054 -4,066	-6%	-$211K	0.72%	44
2021 Q2	$3.43M	Sell	68,120 -1,014	-1%	-$49.8K	0.81%	43
2021 Q1	$3K	Sell	69,134 -4,238	-6%	-$192K	﹤0.01%	102
2020 Q4	$3.23M	Sell	73,372 -1,893	-3%	-$78.9K	0.88%	39
2020 Q3	$2.96M	Buy	75,265 +2,912	+4%	+$113K	0.79%	44
2020 Q2	$2.62M	Buy	72,353 +2,298	+3%	+$79K	0.73%	45
2020 Q1	$2.12M	Buy	70,055 +24,207	+53%	+$869K	0.72%	47
2019 Q4	$1.73M	Buy	+45,848	New	+$1.66M	0.46%	64

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

Wealth Advisory Solutions's SPYM Position: Q1 2026 in Review

Wealth Advisory Solutions increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.5% in Q1 2026, buying an estimated $129K and bringing the position to 322,447 shares worth $24.7M. The position accounts for 5.5% of the portfolio, ranked #4.

Wealth Advisory Solutions first reported a position in SPYM in Q4 2019 and has held it in 24 quarters since. The position peaked at $29.4M in Q2 2023. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Wealth Advisory Solutions held 322,447 shares of State Street SPDR Portfolio S&P 500 ETF worth $24.7M as of Q1 2026.
Wealth Advisory Solutions bought 1,610 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $129K.
State Street SPDR Portfolio S&P 500 ETF made up 5.5% of Wealth Advisory Solutions's portfolio in Q1 2026, its #4 holding.
Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 24 quarters since.
Wealth Advisory Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $29.4M in Q2 2023.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.