WIP
SPYM

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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthCare Investment Partners's SPYM Position: Q1 2026 in Review

WealthCare Investment Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.53% in Q1 2026, selling an estimated $6.32K and leaving 14,707 shares worth $1.14M. The position accounts for 0.32% of the portfolio, ranked #74.

WealthCare Investment Partners first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.38M in Q4 2022. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • WealthCare Investment Partners held 14,707 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.14M as of Q1 2026.
  • WealthCare Investment Partners sold 79 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $6.32K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.32% of WealthCare Investment Partners's portfolio in Q1 2026, its #74 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 18 quarters since.
  • WealthCare Investment Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.38M in Q4 2022.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.