WC
SPYM

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

Westwind Capital’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 		$21.7M Buy
247,379
+9,752
+4% +$832K 5.15% 3
2026
Q1 		$18.2M Buy
237,627
+63,309
+36% +$5.06M 4.37% 10
2025
Q4 		$14M Buy
174,318
+25,456
+17% +$2.02M 2.86% 15
2025
Q3 		$11.7M Buy
148,862
+7,036
+5% +$531K 2.44% 18
2025
Q2 		$10.3M Buy
141,826
+8,405
+6% +$565K 2.11% 20
2025
Q1 		$8.77M Buy
133,421
+17,047
+15% +$1.18M 2.18% 19
2024
Q4 		$8.02M Buy
116,374
+9,625
+9% +$667K 1.75% 23
2024
Q3 		$7.21M Buy
106,749
+106,350
+26,654% +$6.92M 1.75% 21
2024
Q2 		$5.96M Buy
+399
New +$24.6K 1.48% 22

Other funds holding SPYM

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Westwind Capital's SPYM Position: Q2 2026 in Review

Westwind Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.1% in Q2 2026, buying an estimated $832K and bringing the position to 247,379 shares worth $21.7M. The position accounts for 5.15% of the portfolio, ranked #3.

Westwind Capital first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Westwind Capital held 247,379 shares of State Street SPDR Portfolio S&P 500 ETF worth $21.7M as of Q2 2026.
  • Westwind Capital bought 9,752 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $832K.
  • State Street SPDR Portfolio S&P 500 ETF made up 5.15% of Westwind Capital's portfolio in Q2 2026, its #3 holding.
  • Westwind Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.