Wealthspire Advisors (New York)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wealthspire Advisors (New York)’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	$510M	Buy	5,799,266 +5,047,815	+672%	+$431M	2.81%	6
2026 Q1	$57.5M	Sell	751,451 -15,468	-2%	-$1.24M	0.45%	39
2025 Q4	$61.5M	Sell	766,919 -27,654	-3%	-$2.2M	0.49%	40
2025 Q3	$62.2M	Buy	794,573 +1,936	+0.2%	+$146K	0.33%	44
2025 Q2	$57.6M	Sell	792,637 -45,573	-5%	-$3.06M	0.32%	45
2025 Q1	$55.1M	Sell	838,210 -25,523	-3%	-$1.77M	0.33%	45
2024 Q4	$59.5M	Buy	863,733 +77,753	+10%	+$5.39M	0.59%	34
2024 Q3	$53.1M	Sell	785,980 -24,256	-3%	-$1.58M	0.54%	38
2024 Q2	$51.9M	Sell	810,236 -3,019	-0.4%	-$186K	0.66%	32
2024 Q1	$50M	Sell	813,255 -21,344	-3%	-$1.25M	0.67%	30
2023 Q4	$46.7M	Sell	834,599 -20,385	-2%	-$1.07M	0.66%	31
2023 Q3	$43M	Sell	854,984 -44,016	-5%	-$2.3M	0.71%	28
2023 Q2	$46.8M	Sell	899,000 -11,834	-1%	-$584K	0.77%	27
2023 Q1	$43.9M	Buy	910,834 +11,119	+1%	+$522K	0.75%	28
2022 Q4	$40.5M	Buy	899,715 +46,714	+5%	+$2.11M	0.74%	28
2022 Q3	$35.8M	Sell	853,001 -40,555	-5%	-$1.89M	0.75%	27
2022 Q2	$39.6M	Buy	+893,556	New	+$43.1M	0.83%	25
2021 Q4	–	Sell	-812,196	Closed	-$41M	–	617
2021 Q3	$41M	Buy	+812,196	New	+$42.1M	0.85%	22

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

Wealthspire Advisors (New York)'s SPYM Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 672% in Q2 2026, buying an estimated $431M and bringing the position to 5,799,266 shares worth $510M. The position accounts for 2.81% of the portfolio, ranked #6.

Wealthspire Advisors (New York) first reported a position in SPYM in Q3 2021 and has held it in 18 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Wealthspire Advisors (New York) held 5,799,266 shares of State Street SPDR Portfolio S&P 500 ETF worth $510M as of Q2 2026.
Wealthspire Advisors (New York) bought 5,047,815 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $431M.
State Street SPDR Portfolio S&P 500 ETF made up 2.81% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #6 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 18 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.