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

Wealth Enhancement Advisory Services’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	$222M	Buy	2,618,622 +118,968	+5%	+$10.1M	0.37%	41
2026 Q1	$188M	Sell	2,499,654 -825,205	-25%	-$66M	0.38%	38
2025 Q4	$271M	Buy	3,324,859 +146,531	+5%	+$11.7M	0.37%	44
2025 Q3	$250M	Sell	3,178,328 -247,628	-7%	-$18.7M	0.38%	47
2025 Q2	$252M	Buy	3,425,956 +1,474,665	+76%	+$99.2M	0.42%	43
2025 Q1	$128M	Buy	1,951,291 +187,585	+11%	+$13M	0.25%	79
2024 Q4	$122M	Buy	1,763,706 +337,352	+24%	+$23.4M	0.23%	85
2024 Q3	$96.3M	Sell	1,426,354 -74,244	-5%	-$4.83M	0.21%	102
2024 Q2	$96M	Sell	1,500,598 -90,796	-6%	-$5.59M	0.23%	92
2024 Q1	$97.9M	Sell	1,591,394 -67,666	-4%	-$3.96M	0.25%	87
2023 Q4	$92.7M	Sell	1,659,060 -76,000	-4%	-$3.98M	0.27%	79
2023 Q3	$87.2M	Buy	1,735,060 +1,729,371	+30,399%	+$90.5M	0.29%	75
2023 Q2	$296K	Buy	+5,689	New	+$281K	﹤0.01%	439

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 Enhancement Advisory Services's SPYM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.8% in Q2 2026, buying an estimated $10.1M and bringing the position to 2,618,622 shares worth $222M. The position accounts for 0.37% of the portfolio, ranked #41.

Wealth Enhancement Advisory Services first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $271M in Q4 2025. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Wealth Enhancement Advisory Services held 2,618,622 shares of State Street SPDR Portfolio S&P 500 ETF worth $222M as of Q2 2026.
Wealth Enhancement Advisory Services bought 118,968 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $10.1M.
State Street SPDR Portfolio S&P 500 ETF made up 0.37% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #41 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $271M in Q4 2025.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.