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

Whelan Financial’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	$1.14M	Sell	12,918 -1,566	-11%	-$134K	0.31%	38
2026 Q1	$1.11M	Hold	14,484	–	–	0.34%	32
2025 Q4	$1.16M	Hold	14,484	–	–	0.36%	33
2025 Q3	$1.13M	Buy	+14,484	New	+$1.09M	0.36%	33

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

Whelan Financial's SPYM Position: Q2 2026 in Review

Whelan Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q2 2026, selling an estimated $134K and leaving 12,918 shares worth $1.14M. The position accounts for 0.31% of the portfolio, ranked #38.

Whelan Financial first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q4 2025. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Whelan Financial held 12,918 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.14M as of Q2 2026.
Whelan Financial sold 1,566 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $134K.
State Street SPDR Portfolio S&P 500 ETF made up 0.31% of Whelan Financial's portfolio in Q2 2026, its #38 holding.
Whelan Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
Whelan Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.16M in Q4 2025.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.