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

WealthShield 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	$2.34M	Sell	26,589 -2,024	-7%	-$173K	0.36%	82
2026 Q1	$2.19M	Buy	28,613 +124	+0.4%	+$9.92K	0.24%	116
2025 Q4	$2.29M	Sell	28,489 -88	-0.3%	-$7K	0.25%	107
2025 Q3	$2.24M	Buy	28,577 +122	+0.4%	+$9.2K	0.25%	106
2025 Q2	$2.07M	Sell	28,455 -491	-2%	-$33K	0.25%	112
2025 Q1	$1.9M	Buy	28,946 +1,191	+4%	+$82.4K	0.24%	111
2024 Q4	$1.91M	Sell	27,755 -139	-0.5%	-$9.63K	0.27%	103
2024 Q3	$1.88M	Buy	27,894 +460	+2%	+$29.9K	0.26%	104
2024 Q2	$1.76M	Sell	27,434 -3,758	-12%	-$231K	0.27%	101
2024 Q1	$1.92M	Sell	31,192 -382	-1%	-$22.4K	0.31%	91
2023 Q4	$1.76M	Buy	31,574 +30,009	+1,918%	+$1.57M	0.29%	99
2023 Q3	$78.7K	Sell	1,565 -96	-6%	-$5.02K	0.01%	352
2023 Q2	$86.6K	Sell	1,661 -330	-17%	-$16.3K	0.01%	351
2023 Q1	$95.9K	Buy	+1,991	New	+$93.4K	0.02%	342
2021 Q3	–	Sell	-4,048	Closed	-$204K	–	668
2021 Q2	$204K	Buy	4,048 +7	+0.2%	+$344	0.03%	257
2021 Q1	$188K	Sell	4,041 -6,116	-60%	-$277K	0.03%	262
2020 Q4	$446K	Sell	10,157 -2,569	-20%	-$107K	0.08%	187
2020 Q3	$501K	Sell	12,726 -1,333	-9%	-$51.9K	0.18%	127
2020 Q2	$510K	Sell	14,059 -953	-6%	-$32.8K	0.23%	98
2020 Q1	$454K	Buy	15,012 +6,544	+77%	+$235K	0.28%	81
2019 Q4	$320K	Sell	8,468 -1,097	-11%	-$39.7K	0.16%	135
2019 Q3	$333K	Buy	9,565 +5,874	+159%	+$204K	0.18%	126
2019 Q2	$127K	Sell	3,691 -4,012	-52%	-$136K	0.07%	159
2019 Q1	$256K	Buy	7,703 +147	+2%	+$4.69K	0.14%	119
2018 Q4	$221K	Buy	7,556 +6	+0.1%	+$189	0.15%	114
2018 Q3	$257K	Buy	7,550 +1,093	+17%	+$36.5K	0.15%	110
2018 Q2	$206K	Buy	6,457 +5,942	+1,154%	+$189K	0.13%	117
2018 Q1	$16K	Buy	+515	New	+$16.5K	0.01%	187

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

WealthShield Partners's SPYM Position: Q2 2026 in Review

WealthShield Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.1% in Q2 2026, selling an estimated $173K and leaving 26,589 shares worth $2.34M. The position accounts for 0.36% of the portfolio, ranked #82.

WealthShield Partners first reported a position in SPYM in Q1 2018 and has held it in 28 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

WealthShield Partners held 26,589 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.34M as of Q2 2026.
WealthShield Partners sold 2,024 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $173K.
State Street SPDR Portfolio S&P 500 ETF made up 0.36% of WealthShield Partners's portfolio in Q2 2026, its #82 holding.
WealthShield Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 28 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.