WAU
SPYM

Wellington-Altus USA’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wellington-Altus USA’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 		$1.43M Sell
18,692
-910
-5% -$77.6K 1.02% 19
2026
Q1 		$1.72M Sell
19,602
-2,529
-11% -$202K 1.02% 17
2025
Q4 		$1.78M Buy
+22,131
New +$1.76M 1.31% 15

Other funds holding SPYM

Jones Financial Companies
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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wellington-Altus USA's SPYM Position: Q2 2026 in Review

Wellington-Altus USA reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.6% in Q2 2026, selling an estimated $77.6K and leaving 18,692 shares worth $1.43M. The position accounts for 1.02% of the portfolio, ranked #19.

Wellington-Altus USA first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.78M in Q4 2025. 1,727 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Wellington-Altus USA held 18,692 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.43M as of Q2 2026.
  • Wellington-Altus USA sold 910 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $77.6K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.02% of Wellington-Altus USA's portfolio in Q2 2026, its #19 holding.
  • Wellington-Altus USA first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.78M in Q4 2025.
  • 1,727 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.