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

Wealth Alliance’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	$347K	Buy	3,944 +1,016	+35%	+$86.7K	0.03%	413
2026 Q1	$224K	Sell	2,928 -1,462	-33%	-$117K	0.02%	511
2025 Q4	$352K	Sell	4,390 -1,504	-26%	-$120K	0.03%	394
2025 Q3	$462K	Buy	+5,894	New	+$445K	0.05%	319
2024 Q3	–	Sell	-3,556	Closed	-$228K	–	547
2024 Q2	$228K	Buy	3,556 +274	+8%	+$16.9K	0.03%	455
2024 Q1	$202K	Sell	3,282 -1,059	-24%	-$62K	0.03%	494
2023 Q4	$243K	Buy	+4,341	New	+$227K	0.03%	441

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealth Alliance's SPYM Position: Q2 2026 in Review

Wealth Alliance increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 35% in Q2 2026, buying an estimated $86.7K and bringing the position to 3,944 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #413.

Wealth Alliance first reported a position in SPYM in Q4 2023 and has held it in 7 quarters since. The position peaked at $462K in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Wealth Alliance held 3,944 shares of State Street SPDR Portfolio S&P 500 ETF worth $347K as of Q2 2026.
Wealth Alliance bought 1,016 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $86.7K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #413 holding.
Wealth Alliance first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
Wealth Alliance's State Street SPDR Portfolio S&P 500 ETF position peaked at $462K in Q3 2025.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.