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

WealthCare Investment 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	$1.27M	Sell	14,462 -245	-2%	-$20.9K	0.31%	78
2026 Q1	$1.14M	Sell	14,707 -79	-0.5%	-$6.32K	0.32%	74
2025 Q4	$1.19M	Sell	14,786 -339	-2%	-$27K	0.35%	73
2025 Q3	$1.19M	Buy	15,125 +360	+2%	+$27.2K	0.39%	70
2025 Q2	$1.09M	Buy	14,765 +115	+0.8%	+$7.73K	0.39%	66
2025 Q1	$886K	Sell	14,650 -929	-6%	-$64.3K	0.38%	64
2024 Q4	$1.07M	Buy	15,579 +1,244	+9%	+$86.2K	0.47%	58
2024 Q3	$957K	Sell	14,335 -649	-4%	-$42.2K	0.42%	60
2024 Q2	$959K	Sell	14,984 -36	-0.2%	-$2.22K	0.45%	60
2024 Q1	$924K	Sell	15,020 -358	-2%	-$21K	0.45%	59
2023 Q4	$858K	Sell	15,378 -1,276	-8%	-$66.8K	0.47%	57
2023 Q3	$837K	Sell	16,654 -612	-4%	-$32K	0.51%	48
2023 Q2	$900K	Sell	17,266 -1,676	-9%	-$82.7K	0.54%	47
2023 Q1	$912K	Sell	18,942 -56,188	-75%	-$2.64M	0.55%	49
2022 Q4	$3.38M	Buy	75,130 +61,295	+443%	+$2.77M	2.3%	10
2022 Q3	$581K	Sell	13,835 -777	-5%	-$36.3K	0.48%	54
2022 Q2	$648K	Sell	14,612 -555	-4%	-$26.7K	0.55%	53
2022 Q1	$791K	Sell	15,167 -729	-5%	-$38.2K	0.7%	43
2021 Q4	$887K	Buy	+15,896	New	+$858K	0.86%	34

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WealthCare Investment Partners's SPYM Position: Q2 2026 in Review

WealthCare Investment Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.7% in Q2 2026, selling an estimated $20.9K and leaving 14,462 shares worth $1.27M. The position accounts for 0.31% of the portfolio, ranked #78.

WealthCare Investment Partners first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.38M in Q4 2022. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

WealthCare Investment Partners held 14,462 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.27M as of Q2 2026.
WealthCare Investment Partners sold 245 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $20.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.31% of WealthCare Investment Partners's portfolio in Q2 2026, its #78 holding.
WealthCare Investment Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
WealthCare Investment Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.38M in Q4 2022.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.