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

Welch Capital 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	$10.3M	Sell	117,765 -2,172	-2%	-$185K	2.03%	6
2026 Q1	$9.18M	Sell	119,937 -28,270	-19%	-$2.26M	2.07%	6
2025 Q4	$11.9M	Sell	148,207 -2,233	-1%	-$178K	2.38%	6
2025 Q3	$11.8M	Sell	150,440 -118,045	-44%	-$8.9M	2.43%	6
2025 Q2	$19.5M	Sell	268,485 -69,912	-21%	-$4.7M	4.35%	5
2025 Q1	$22.3M	Buy	338,397 +216,044	+177%	+$14.9M	5.3%	4
2024 Q4	$8.44M	Sell	122,353 -7,821	-6%	-$542K	1.82%	7
2024 Q3	$8.79M	Buy	130,174 +50,035	+62%	+$3.25M	1.96%	7
2024 Q2	$5.13M	Buy	80,139 +65,359	+442%	+$4.02M	1.21%	9
2024 Q1	$909K	Hold	14,780	–	–	0.23%	11
2023 Q4	$826K	Hold	14,780	–	–	0.22%	11
2023 Q3	$743K	Buy	+14,780	New	+$773K	0.21%	12

Other funds holding SPYM

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

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

Welch Capital Partners's SPYM Position: Q2 2026 in Review

Welch Capital Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.8% in Q2 2026, selling an estimated $185K and leaving 117,765 shares worth $10.3M. The position accounts for 2.03% of the portfolio, ranked #6.

Welch Capital Partners first reported a position in SPYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.3M in Q1 2025. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Welch Capital Partners held 117,765 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.3M as of Q2 2026.
Welch Capital Partners sold 2,172 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $185K.
State Street SPDR Portfolio S&P 500 ETF made up 2.03% of Welch Capital Partners's portfolio in Q2 2026, its #6 holding.
Welch Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
Welch Capital Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $22.3M in Q1 2025.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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