WealthGarden F.S.’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

WealthGarden F.S.’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	$2.42M	Buy	27,488 +6,728	+32%	+$574K	1.37%	16
2026 Q1	$1.59M	Buy	20,760 +6,525	+46%	+$522K	1.08%	23
2025 Q4	$1.16M	Buy	14,235 +967	+7%	+$76.9K	0.77%	38
2025 Q3	$1.05M	Buy	13,268 +1,860	+16%	+$140K	0.75%	37
2025 Q2	$848K	Sell	11,408 -5,713	-33%	-$384K	0.7%	45
2025 Q1	$1.13M	Sell	17,121 -14,719	-46%	-$1.02M	1.08%	25
2024 Q4	$2.2M	Buy	31,840 +4,149	+15%	+$288K	2.05%	9
2024 Q3	$1.87M	Sell	27,691 -968	-3%	-$63K	1.82%	13
2024 Q2	$1.83M	Buy	+28,659	New	+$1.76M	1.93%	11

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WealthGarden F.S.'s SPYM Position: Q2 2026 in Review

WealthGarden F.S. increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 32% in Q2 2026, buying an estimated $574K and bringing the position to 27,488 shares worth $2.42M. The position accounts for 1.37% of the portfolio, ranked #16.

WealthGarden F.S. first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 889 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

WealthGarden F.S. held 27,488 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.42M as of Q2 2026.
WealthGarden F.S. bought 6,728 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $574K.
State Street SPDR Portfolio S&P 500 ETF made up 1.37% of WealthGarden F.S.'s portfolio in Q2 2026, its #16 holding.
WealthGarden F.S. first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
889 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.