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

Wealthcare Capital Management’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	$9.35M	Buy	106,384 +1,719	+2%	+$147K	0.89%	15
2026 Q1	$8.01M	Sell	104,665 -14,291	-12%	-$1.14M	0.8%	17
2025 Q4	$9.54M	Buy	118,956 +13,920	+13%	+$1.11M	0.95%	13
2025 Q3	$8.23M	Buy	105,036 +7,404	+8%	+$558K	0.84%	14
2025 Q2	$7.1M	Sell	97,632 -11,561	-11%	-$777K	0.75%	13
2025 Q1	$7.18M	Sell	109,193 -14,092	-11%	-$975K	0.73%	13
2024 Q4	$8.5M	Buy	123,285 +27,061	+28%	+$1.88M	0.86%	12
2024 Q3	$6.5M	Buy	96,224 +24,138	+33%	+$1.57M	0.65%	15
2024 Q2	$4.61M	Buy	72,086 +14,902	+26%	+$917K	0.49%	15
2024 Q1	$3.52M	Sell	57,184 -5,044	-8%	-$295K	0.39%	14
2023 Q4	$3.48M	Buy	62,228 +11,017	+22%	+$577K	0.4%	14
2023 Q3	$2.57M	Sell	51,211 -2,622	-5%	-$137K	0.32%	15
2023 Q2	$2.81M	Sell	53,833 -1,083	-2%	-$53.4K	0.33%	14
2023 Q1	$2.64M	Buy	54,916 +2,575	+5%	+$121K	0.32%	13
2022 Q4	$2.35M	Buy	52,341 +9,716	+23%	+$439K	0.3%	14
2022 Q3	$1.79M	Sell	42,625 -1,614	-4%	-$75.4K	0.23%	16
2022 Q2	$1.96M	Buy	44,239 +1,863	+4%	+$89.8K	0.21%	16
2022 Q1	$2.25M	Buy	42,376 +8,706	+26%	+$456K	0.22%	20
2021 Q4	$1.88M	Sell	33,670 -59	-0.2%	-$3.19K	0.17%	23
2021 Q3	$1.7M	Buy	33,729 +892	+3%	+$46.3K	0.16%	20
2021 Q2	$1.65M	Buy	32,837 +1,625	+5%	+$79.7K	0.16%	22
2021 Q1	$1.46M	Buy	31,212 +5,567	+22%	+$252K	0.15%	21
2020 Q4	$1.13M	Sell	25,645 -1,744	-6%	-$72.7K	0.12%	26
2020 Q3	$1.08M	Sell	27,389 -9,576	-26%	-$373K	0.12%	24
2020 Q2	$1.34M	Buy	36,965 +3,955	+12%	+$136K	0.16%	21
2020 Q1	$999K	Sell	33,010 -11,611	-26%	-$417K	0.13%	22
2019 Q4	$1.69M	Buy	44,621 +1,806	+4%	+$65.3K	0.2%	20
2019 Q3	$1.49M	Buy	42,815 +10,304	+32%	+$358K	0.18%	21
2019 Q2	$1.12M	Buy	32,511 +11,305	+53%	+$383K	0.16%	24
2019 Q1	$705K	Buy	+21,206	New	+$677K	0.1%	29

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

Wealthcare Capital Management's SPYM Position: Q2 2026 in Review

Wealthcare Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.6% in Q2 2026, buying an estimated $147K and bringing the position to 106,384 shares worth $9.35M. The position accounts for 0.89% of the portfolio, ranked #15.

Wealthcare Capital Management first reported a position in SPYM in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.54M in Q4 2025. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Wealthcare Capital Management held 106,384 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.35M as of Q2 2026.
Wealthcare Capital Management bought 1,719 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $147K.
State Street SPDR Portfolio S&P 500 ETF made up 0.89% of Wealthcare Capital Management's portfolio in Q2 2026, its #15 holding.
Wealthcare Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
Wealthcare Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.54M in Q4 2025.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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