WCM
SPYM

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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return