Wealthquest’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wealthquest’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	$212K	Buy	+2,408	New	+$205K	0.01%	167
2024 Q4	–	Sell	-3,649	Closed	-$244K	–	133
2024 Q3	$244K	Sell	3,649 -1,031	-22%	-$67K	0.02%	111
2024 Q2	$300K	Buy	4,680 +13	+0.3%	+$800	0.03%	97
2024 Q1	$287K	Buy	4,667 +256	+6%	+$15K	0.03%	108
2023 Q4	$247K	Sell	4,411 -1,579	-26%	-$82.7K	0.03%	119
2023 Q3	$301K	Sell	5,990 -570	-9%	-$29.8K	0.04%	104
2023 Q2	$342K	Sell	6,560 -355	-5%	-$17.5K	0.04%	89
2023 Q1	$333K	Buy	6,915 +1,113	+19%	+$52.2K	0.04%	88
2022 Q4	$261K	Sell	5,802 -29	-0.5%	-$1.31K	0.03%	105
2022 Q3	$244K	Hold	5,831	–	–	0.03%	107
2022 Q2	$258K	Sell	5,831 -3,321	-36%	-$160K	0.04%	103
2022 Q1	$510K	Hold	9,152	–	–	0.08%	79
2021 Q4	$510K	Hold	9,152	–	–	0.08%	79
2021 Q3	$461K	Sell	9,152 -1,409	-13%	-$73.1K	0.08%	75
2021 Q2	$531K	Sell	10,561 -3,333	-24%	-$164K	0.09%	75
2021 Q1	$647K	Sell	13,894 -1,124	-7%	-$51K	0.12%	63
2020 Q4	$660K	Sell	15,018 -123	-0.8%	-$5.13K	0.14%	61
2020 Q3	$595K	Sell	15,141 -21,348	-59%	-$831K	0.15%	57
2020 Q2	$1.32M	Buy	+36,489	New	+$1.25M	0.34%	36
2019 Q4	$22.8M	Buy	602,832 +285,317	+90%	+$10.3M	6.53%	4
2019 Q3	$11.1M	Buy	317,515 +98,092	+45%	+$3.41M	3.7%	8
2019 Q2	$7.58M	Sell	219,423 -17,105	-7%	-$580K	2.86%	6
2019 Q1	$7.86M	Buy	236,528 +23,021	+11%	+$735K	2.97%	6
2018 Q4	$6.24M	Buy	+213,507	New	+$6.73M	2.56%	7

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

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 $43.3B AUM 29.3% 1-Year Est. Return

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealthquest's SPYM Position: Q2 2026 in Review

Wealthquest opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,408 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #167 among its holdings. This is a return to the name: Wealthquest previously reported a position in SPYM as recently as Q3 2024.

Wealthquest first reported a position in SPYM in Q4 2018 and has held it in 24 quarters since. The position peaked at $22.8M in Q4 2019. 659 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Wealthquest held 2,408 shares of State Street SPDR Portfolio S&P 500 ETF worth $212K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Wealthquest position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Wealthquest's portfolio in Q2 2026, its #167 holding.
Wealthquest first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 24 quarters since.
Wealthquest's State Street SPDR Portfolio S&P 500 ETF position peaked at $22.8M in Q4 2019.
659 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.