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

Western Wealth Management’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	$65.4M	Buy	744,025 +26,777	+4%	+$2.28M	2.14%	5
2026 Q1	$54.9M	Sell	717,248 -1,231	-0.2%	-$98.5K	2.09%	5
2025 Q4	$57.6M	Buy	718,479 +89,425	+14%	+$7.11M	2.66%	4
2025 Q3	$49.3M	Buy	629,054 +11,354	+2%	+$856K	2.6%	5
2025 Q2	$44.9M	Buy	617,700 +8,230	+1%	+$553K	2.66%	5
2025 Q1	$40.1M	Buy	609,470 +58,564	+11%	+$4.05M	2.65%	4
2024 Q4	$38M	Buy	550,906 +53,514	+11%	+$3.71M	2.47%	5
2024 Q3	$33.6M	Buy	497,392 +53,187	+12%	+$3.46M	1.91%	7
2024 Q2	$28.4M	Buy	444,205 +48,230	+12%	+$2.97M	2.11%	6
2024 Q1	$24.4M	Buy	395,975 +41,752	+12%	+$2.45M	1.89%	6
2023 Q4	$19.8M	Buy	354,223 +27,157	+8%	+$1.42M	1.43%	9
2023 Q3	$16.4M	Buy	327,066 +17,361	+6%	+$908K	1.39%	11
2023 Q2	$16.1M	Buy	309,705 +62,298	+25%	+$3.07M	1.38%	11
2023 Q1	$11.9M	Buy	247,407 +16,120	+7%	+$756K	1.11%	14
2022 Q4	$10.4M	Sell	231,287 -223,535	-49%	-$10.1M	1.06%	13
2022 Q3	$19.1M	Buy	454,822 +53,920	+13%	+$2.52M	1.09%	15
2022 Q2	$17.8M	Sell	400,902 -21,692	-5%	-$1.05M	1.02%	15
2022 Q1	$22.5M	Buy	422,594 +235,908	+126%	+$12.4M	1.09%	16
2021 Q4	$10.4M	Buy	+186,686	New	+$10.1M	1.03%	16
2021 Q2	$6.92M	Buy	137,424 +36,701	+36%	+$1.8M	0.71%	22
2021 Q1	$4.7M	Buy	100,723 +15,299	+18%	+$694K	0.63%	25
2020 Q4	$3.75M	Buy	85,424 +10,388	+14%	+$433K	0.55%	32
2020 Q3	$2.95M	Buy	75,036 +29,618	+65%	+$1.15M	0.48%	38
2020 Q2	$1.65M	Buy	+45,418	New	+$1.56M	0.3%	79

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

Western Wealth Management's SPYM Position: Q2 2026 in Review

Western Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.7% in Q2 2026, buying an estimated $2.28M and bringing the position to 744,025 shares worth $65.4M. The position accounts for 2.14% of the portfolio, ranked #5.

Western Wealth Management first reported a position in SPYM in Q2 2020 and has held it in 24 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Western Wealth Management held 744,025 shares of State Street SPDR Portfolio S&P 500 ETF worth $65.4M as of Q2 2026.
Western Wealth Management bought 26,777 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.28M.
State Street SPDR Portfolio S&P 500 ETF made up 2.14% of Western Wealth Management's portfolio in Q2 2026, its #5 holding.
Western Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.