Wells Financial Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wells Financial Advisors’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	$3.69K	Sell	42 -31	-42%	-$2.65K	0.03%	41
2026 Q1	$5.59K	Sell	73 -127	-64%	-$10.2K	0.03%	53
2025 Q4	$16K	Sell	200 -12,815	-98%	-$1.02M	0.03%	64
2025 Q3	$1.02M	Sell	13,015 -1,410	-10%	-$106K	1.36%	23
2025 Q2	$1.05M	Sell	14,425 -580	-4%	-$39K	1.44%	22
2025 Q1	$987K	Buy	15,005 +590	+4%	+$40.8K	1.36%	24
2024 Q4	$994K	Sell	14,415 -8,162	-36%	-$566K	1.35%	20
2024 Q3	$1.52M	Sell	22,577 -107,744	-83%	-$7.01M	2.06%	17
2024 Q2	$8.34M	Buy	130,321 +46,448	+55%	+$2.86M	5.49%	5
2024 Q1	$5.16M	Buy	+83,873	New	+$4.91M	3.52%	14

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

Wells Financial Advisors's SPYM Position: Q2 2026 in Review

Wells Financial Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 42% in Q2 2026, selling an estimated $2.65K and leaving 42 shares worth $3.69K. The position accounts for 0.03% of the portfolio, ranked #41.

Wells Financial Advisors first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.34M in Q2 2024. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Wells Financial Advisors held 42 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.69K as of Q2 2026.
Wells Financial Advisors sold 31 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.65K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Wells Financial Advisors's portfolio in Q2 2026, its #41 holding.
Wells Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Wells Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.34M in Q2 2024.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.