WIM
SPYM

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

Westside Investment 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 		$500K Buy
5,685
+227
+4% +$19.4K 0.07% 207
2026
Q1 		$419K Sell
5,458
-86
-2% -$6.88K 0.06% 209
2025
Q4 		$445K Buy
5,544
+80
+1% +$6.36K 0.07% 185
2025
Q3 		$428K Sell
5,464
-25
-0.5% -$1.89K 0.07% 197
2025
Q2 		$399K Sell
5,489
-139
-2% -$9.35K 0.07% 183
2025
Q1 		$370K Sell
5,628
-87
-2% -$6.02K 0.08% 177
2024
Q4 		$394K Sell
5,715
-88
-2% -$6.1K 0.08% 167
2024
Q3 		$388K Hold
5,803
– – 0.08% 165
2024
Q2 		$371K Buy
5,803
+1,167
+25% +$71.8K 0.09% 164
2024
Q1 		$285K Hold
4,636
– – 0.07% 192
2023
Q4 		$259K Hold
4,636
– – 0.07% 188
2023
Q3 		$233K Sell
4,636
-42
-0.9% -$2.2K 0.07% 191
2023
Q2 		$244K Sell
4,678
-513
-10% -$25.3K 0.07% 188
2023
Q1 		$250K Hold
5,191
– – 0.07% 185
2022
Q4 		$233 Buy
5,191
+3,793
+271% +$171K ﹤0.01% 311
2022
Q3 		$58 Hold
1,398
– – ﹤0.01% 403
2022
Q2 		$61 Hold
1,398
– – ﹤0.01% 391
2022
Q1 		$74 Hold
1,398
– – ﹤0.01% 388
2021
Q4 		$78 Hold
1,398
– – ﹤0.01% 366
2021
Q3 		$70 Buy
1,398
+328
+31% +$17K ﹤0.01% 366
2021
Q2 		$53 Buy
+1,070
New +$52.5K ﹤0.01% 380

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GT
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
GI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Westside Investment Management's SPYM Position: Q2 2026 in Review

Westside Investment Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.2% in Q2 2026, buying an estimated $19.4K and bringing the position to 5,685 shares worth $500K. The position accounts for 0.07% of the portfolio, ranked #207.

Westside Investment Management first reported a position in SPYM in Q2 2021 and has held it in 21 quarters since. 932 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Westside Investment Management held 5,685 shares of State Street SPDR Portfolio S&P 500 ETF worth $500K as of Q2 2026.
  • Westside Investment Management bought 227 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $19.4K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Westside Investment Management's portfolio in Q2 2026, its #207 holding.
  • Westside Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
  • 932 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.