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 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 $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 Alliance's SPYM Position: Q1 2026 in Review

Wealth Alliance reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 33% in Q1 2026, selling an estimated $117K and leaving 2,928 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #511.

Wealth Alliance first reported a position in SPYM in Q4 2023 and has held it in 6 quarters since. The position peaked at $462K in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Wealth Alliance held 2,928 shares of State Street SPDR Portfolio S&P 500 ETF worth $224K as of Q1 2026.
Wealth Alliance sold 1,462 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $117K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #511 holding.
Wealth Alliance first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 6 quarters since.
Wealth Alliance's State Street SPDR Portfolio S&P 500 ETF position peaked at $462K in Q3 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.