Wealthcare Advisory Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
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
APTFM
UIM
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. 1,725 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.
- 1,725 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.