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

Wealthcare Advisory Partners’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	$386M	Sell	4,391,034 -152,540	-3%	-$13M	7.32%	1
2026 Q1	$348M	Buy	4,543,574 +213,486	+5%	+$17.1M	6.76%	1
2025 Q4	$347M	Buy	4,330,088 +35,274	+0.8%	+$2.81M	6.82%	1
2025 Q3	$336M	Sell	4,294,814 -4,633	-0.1%	-$349K	7.01%	1
2025 Q2	$313M	Buy	4,299,447 +536,385	+14%	+$36.1M	7.13%	1
2025 Q1	$247M	Buy	3,763,062 +158,042	+4%	+$10.9M	6.64%	1
2024 Q4	$249M	Buy	3,605,020 +209,983	+6%	+$14.6M	6.9%	1
2024 Q3	$229M	Buy	3,395,037 +64,849	+2%	+$4.22M	6.53%	1
2024 Q2	$213M	Buy	3,330,188 +255,134	+8%	+$15.7M	6.66%	1
2024 Q1	$189M	Buy	3,075,054 +437,306	+17%	+$25.6M	6.2%	1
2023 Q4	$147M	Buy	2,637,748 +76,898	+3%	+$4.03M	5.86%	1
2023 Q3	$129M	Sell	2,560,850 -16,896	-0.7%	-$884K	5.91%	1
2023 Q2	$134M	Sell	2,577,746 -1,087,648	-30%	-$53.7M	6.01%	1
2023 Q1	$176M	Buy	3,665,394 +148,871	+4%	+$6.98M	7.58%	1
2022 Q4	$158M	Buy	3,516,523 +260,534	+8%	+$11.8M	7.56%	1
2022 Q3	$137M	Sell	3,255,989 -249,047	-7%	-$11.6M	7.8%	1
2022 Q2	$155M	Buy	3,505,036 +113,695	+3%	+$5.48M	9.4%	1
2022 Q1	$180M	Buy	3,391,341 +25,327	+0.8%	+$1.33M	10.94%	1
2021 Q4	$188M	Sell	3,366,014 -59,449	-2%	-$3.21M	11.24%	1
2021 Q3	$173M	Buy	3,425,463 +17,228	+0.5%	+$894K	11.3%	1
2021 Q2	$172M	Buy	3,408,235 +76,523	+2%	+$3.76M	11.48%	1
2021 Q1	$155M	Buy	3,331,712 +107,133	+3%	+$4.86M	11.25%	1
2020 Q4	$142M	Buy	3,224,579 +20,741	+0.6%	+$865K	12.59%	1
2020 Q3	$126M	Sell	3,203,838 -21,543	-0.7%	-$839K	13.83%	1
2020 Q2	$117M	Buy	3,225,381 +537,359	+20%	+$18.5M	14.57%	1
2020 Q1	$81.3M	Buy	2,688,022 +2,229,636	+486%	+$80M	11.92%	1
2019 Q4	$17.3M	Buy	458,386 +30,502	+7%	+$1.1M	2.2%	11
2019 Q3	$14.9M	Buy	427,884 +10,888	+3%	+$379K	2.16%	11
2019 Q2	$14.4M	Buy	416,996 +106,408	+34%	+$3.61M	2.28%	11
2019 Q1	$10.3M	Buy	310,588 +54,758	+21%	+$1.75M	1.76%	13
2018 Q4	$7.47M	Buy	255,830 +252,049	+6,666%	+$7.95M	1.45%	13
2018 Q3	$129K	Buy	3,781 +2,980	+372%	+$99.6K	0.02%	290
2018 Q2	$26K	Buy	+801	New	+$25.4K	0.01%	611

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Wealthcare Advisory Partners's SPYM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.4% in Q2 2026, selling an estimated $13M and leaving 4,391,034 shares worth $386M. The position accounts for 7.32% of the portfolio, ranked #1.

Wealthcare Advisory Partners first reported a position in SPYM in Q2 2018 and has held it in 33 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Wealthcare Advisory Partners held 4,391,034 shares of State Street SPDR Portfolio S&P 500 ETF worth $386M as of Q2 2026.
Wealthcare Advisory Partners sold 152,540 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $13M.
State Street SPDR Portfolio S&P 500 ETF made up 7.32% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 33 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.