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

Westover Capital 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	$3.04M	Sell	34,647 -2,544	-7%	-$217K	0.51%	50
2026 Q1	$2.85M	Sell	37,191 -4,971	-12%	-$398K	0.52%	44
2025 Q4	$3.38M	Buy	42,162 +7,586	+22%	+$603K	0.62%	39
2025 Q3	$2.71M	Sell	34,576 -1,355	-4%	-$102K	0.5%	49
2025 Q2	$2.61M	Buy	35,931 +138	+0.4%	+$9.28K	0.52%	48
2025 Q1	$2.35M	Buy	35,793 +357	+1%	+$24.7K	0.52%	50
2024 Q4	$2.44M	Sell	35,436 -34,392	-49%	-$2.38M	0.54%	45
2024 Q3	$4.71M	Buy	69,828 +34,811	+99%	+$2.26M	0.91%	25
2024 Q2	$2.24M	Buy	35,017 +28	+0.1%	+$1.72K	0.58%	45
2024 Q1	$2.15M	Sell	34,989 -520	-1%	-$30.5K	0.63%	45
2023 Q4	$1.98M	Buy	35,509 +752	+2%	+$39.4K	0.65%	45
2023 Q3	$1.75M	Sell	34,757 -3,898	-10%	-$204K	0.63%	44
2023 Q2	$2.01M	Buy	38,655 +920	+2%	+$45.4K	0.7%	40
2023 Q1	$1.82M	Buy	37,735 +1,883	+5%	+$88.3K	0.67%	40
2022 Q4	$1.61M	Sell	35,852 -676	-2%	-$30.6K	0.64%	47
2022 Q3	$1.53M	Sell	36,528 -326	-0.9%	-$15.2K	0.59%	55
2022 Q2	$1.63M	Buy	36,854 +2,310	+7%	+$111K	0.6%	48
2022 Q1	$1.83M	Buy	34,544 +612	+2%	+$32K	0.57%	51
2021 Q4	$1.89M	Sell	33,932 -375	-1%	-$20.3K	0.55%	55
2021 Q3	$1.73M	Sell	34,307 -750	-2%	-$38.9K	0.54%	56
2021 Q2	$1.76M	Buy	35,057 +946	+3%	+$46.4K	0.57%	53
2021 Q1	$1.59M	Sell	34,111 -866	-2%	-$39.3K	0.55%	55
2020 Q4	$1.54M	Sell	34,977 -726	-2%	-$30.3K	0.55%	53
2020 Q3	$1.41M	Sell	35,703 -901	-2%	-$35.1K	0.58%	49
2020 Q2	$1.33M	Sell	36,604 -4,199	-10%	-$144K	0.62%	48
2020 Q1	$1.23M	Buy	40,803 +1,993	+5%	+$71.5K	0.67%	46
2019 Q4	$1.47M	Buy	38,810 +187	+0.5%	+$6.76K	0.66%	45
2019 Q3	$1.35M	Buy	38,623 +2,023	+6%	+$70.3K	0.64%	45
2019 Q2	$1.26M	Buy	36,600 +1,399	+4%	+$47.4K	0.62%	46
2019 Q1	$1.17M	Buy	35,201 +2,736	+8%	+$87.3K	0.61%	47
2018 Q4	$948K	Buy	+32,465	New	+$1.02M	0.59%	53

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

Westover Capital Advisors's SPYM Position: Q2 2026 in Review

Westover Capital Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.8% in Q2 2026, selling an estimated $217K and leaving 34,647 shares worth $3.04M. The position accounts for 0.51% of the portfolio, ranked #50.

Westover Capital Advisors first reported a position in SPYM in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.71M in Q3 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Westover Capital Advisors held 34,647 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.04M as of Q2 2026.
Westover Capital Advisors sold 2,544 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $217K.
State Street SPDR Portfolio S&P 500 ETF made up 0.51% of Westover Capital Advisors's portfolio in Q2 2026, its #50 holding.
Westover Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
Westover Capital Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.71M in Q3 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.