WealthTrak Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

WealthTrak Capital Management’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	$12.8M	Sell	167,791 -2,188	-1%	-$175K	9.17%	2
2025 Q4	$13.6M	Sell	169,979 -931	-0.5%	-$74K	9.76%	2
2025 Q3	$13.4M	Buy	170,910 +9,729	+6%	+$734K	11.02%	1
2025 Q2	$11.7M	Sell	161,181 -67,275	-29%	-$4.52M	9.79%	1
2025 Q1	$15M	Buy	228,456 +17,694	+8%	+$1.22M	12.95%	1
2024 Q4	$14.5M	Buy	+210,762	New	+$14.6M	12.29%	1

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WealthTrak Capital Management's SPYM Position: Q1 2026 in Review

WealthTrak Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.3% in Q1 2026, selling an estimated $175K and leaving 167,791 shares worth $12.8M. The position accounts for 9.17% of the portfolio, ranked #2.

WealthTrak Capital Management first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $15M in Q1 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

WealthTrak Capital Management held 167,791 shares of State Street SPDR Portfolio S&P 500 ETF worth $12.8M as of Q1 2026.
WealthTrak Capital Management sold 2,188 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $175K.
State Street SPDR Portfolio S&P 500 ETF made up 9.17% of WealthTrak Capital Management's portfolio in Q1 2026, its #2 holding.
WealthTrak Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
WealthTrak Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $15M in Q1 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.