Wescott Financial Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wescott Financial Advisory Group’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	$3.13M	Sell	40,924 -3,313	-7%	-$265K	0.27%	52
2025 Q4	$3.55M	Sell	44,237 -965	-2%	-$76.7K	0.31%	46
2025 Q3	$3.54M	Sell	45,202 -2,388	-5%	-$180K	0.32%	46
2025 Q2	$3.46M	Sell	47,590 -4,826	-9%	-$325K	0.33%	45
2025 Q1	$3.45M	Sell	52,416 -94	-0.2%	-$6.5K	0.36%	43
2024 Q4	$3.62M	Sell	52,510 -327	-0.6%	-$22.7K	0.38%	42
2024 Q3	$3.57M	Sell	52,837 -1,369	-3%	-$89K	0.38%	42
2024 Q2	$3.47M	Sell	54,206 -3,108	-5%	-$191K	0.4%	42
2024 Q1	$3.53M	Sell	57,314 -8,268	-13%	-$484K	0.44%	40
2023 Q4	$3.67M	Buy	65,582 +481	+0.7%	+$25.2K	0.51%	37
2023 Q3	$3.27M	Sell	65,101 -709	-1%	-$37.1K	0.6%	37
2023 Q2	$3.43M	Buy	65,810 +21,398	+48%	+$1.06M	0.61%	35
2023 Q1	$2.14M	Sell	44,412 -1,934	-4%	-$90.7K	0.46%	41
2022 Q4	$2.08M	Buy	46,346 +5,938	+15%	+$268K	0.45%	42
2022 Q3	$1.7M	Buy	40,408 +1,667	+4%	+$77.8K	0.47%	38
2022 Q2	$1.72M	Buy	38,741 +4,545	+13%	+$219K	0.47%	37
2022 Q1	$1.82M	Buy	+34,196	New	+$1.79M	0.47%	35

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 $374B AUM 17.66% 1-Year Est. Return

Wescott Financial Advisory Group's SPYM Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.5% in Q1 2026, selling an estimated $265K and leaving 40,924 shares worth $3.13M. The position accounts for 0.27% of the portfolio, ranked #52.

Wescott Financial Advisory Group first reported a position in SPYM in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.67M in Q4 2023. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Wescott Financial Advisory Group held 40,924 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.13M as of Q1 2026.
Wescott Financial Advisory Group sold 3,313 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $265K.
State Street SPDR Portfolio S&P 500 ETF made up 0.27% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #52 holding.
Wescott Financial Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
Wescott Financial Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.67M in Q4 2023.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.