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

Wedmont Private Capital’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	$722K	Buy	8,125 +45	+0.6%	+$3.84K	0.02%	437
2026 Q1	$643K	Buy	8,080 +813	+11%	+$65K	0.02%	412
2025 Q4	$590K	Sell	7,267 -671	-8%	-$53.4K	0.02%	412
2025 Q3	$625K	Buy	7,938 +4,534	+133%	+$342K	0.02%	391
2025 Q2	$250K	Sell	3,404 -424	-11%	-$28.5K	0.01%	646
2025 Q1	$240K	Sell	3,828 -6,017	-61%	-$416K	0.01%	583
2024 Q4	$672K	Buy	+9,845	New	+$682K	0.04%	298

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

Wedmont Private Capital's SPYM Position: Q2 2026 in Review

Wedmont Private Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.56% in Q2 2026, buying an estimated $3.84K and bringing the position to 8,125 shares worth $722K. The position accounts for 0.02% of the portfolio, ranked #437.

Wedmont Private Capital first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Wedmont Private Capital held 8,125 shares of State Street SPDR Portfolio S&P 500 ETF worth $722K as of Q2 2026.
Wedmont Private Capital bought 45 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.84K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #437 holding.
Wedmont Private Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.