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

Western Financial Corp’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	$665K	Buy	7,563 +2,608	+53%	+$223K	0.19%	86
2026 Q1	$379K	Buy	4,955 +936	+23%	+$74.9K	0.15%	101
2025 Q4	$322K	Sell	4,019 -160	-4%	-$12.7K	0.13%	95
2025 Q3	$327K	Sell	4,179 -702	-14%	-$53K	0.14%	99
2025 Q2	$355K	Sell	4,881 -5,556	-53%	-$374K	0.19%	98
2025 Q1	$686K	Sell	10,437 -820	-7%	-$56.7K	0.4%	79
2024 Q4	$776K	Sell	11,257 -7,580	-40%	-$525K	0.43%	63
2024 Q3	$1.27M	Sell	18,837 -3,171	-14%	-$206K	0.72%	37
2024 Q2	$1.41M	Sell	22,008 -6,700	-23%	-$412K	0.85%	27
2024 Q1	$1.77M	Sell	28,708 -16,595	-37%	-$972K	1.08%	20
2023 Q4	$2.53M	Buy	45,303 +1,578	+4%	+$82.7K	1.69%	5
2023 Q3	$2.2M	Buy	43,725 +4,798	+12%	+$251K	1.61%	6
2023 Q2	$2.03M	Sell	38,927 -1,747	-4%	-$86.2K	1.38%	6
2023 Q1	$1.96M	Buy	40,674 +383	+1%	+$18K	1.39%	5
2022 Q4	$1.81M	Buy	40,291 +132	+0.3%	+$5.97K	1.17%	7
2022 Q3	$1.69M	Buy	40,159 +4,421	+12%	+$206K	1.18%	8
2022 Q2	$1.58M	Buy	35,738 +1,029	+3%	+$49.6K	1.13%	9
2022 Q1	$1.84M	Buy	34,709 +19,370	+126%	+$1.01M	1.07%	9
2021 Q4	$856K	Buy	15,339 +1,832	+14%	+$98.9K	0.45%	45
2021 Q3	$682K	Buy	13,507 +1,509	+13%	+$78.3K	0.4%	51
2021 Q2	$604K	Buy	11,998 +826	+7%	+$40.5K	0.33%	50
2021 Q1	$521K	Sell	11,172 -686	-6%	-$31.1K	0.32%	51
2020 Q4	$521K	Buy	+11,858	New	+$494K	0.34%	45

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

Western Financial Corp's SPYM Position: Q2 2026 in Review

Western Financial Corp increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 53% in Q2 2026, buying an estimated $223K and bringing the position to 7,563 shares worth $665K. The position accounts for 0.19% of the portfolio, ranked #86.

Western Financial Corp first reported a position in SPYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.53M in Q4 2023. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Western Financial Corp held 7,563 shares of State Street SPDR Portfolio S&P 500 ETF worth $665K as of Q2 2026.
Western Financial Corp bought 2,608 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $223K.
State Street SPDR Portfolio S&P 500 ETF made up 0.19% of Western Financial Corp's portfolio in Q2 2026, its #86 holding.
Western Financial Corp first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
Western Financial Corp's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.53M in Q4 2023.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.