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

Widmann Financial Services’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	$410K	Buy	4,670 +11	+0.2%	+$938	0.22%	86
2026 Q1	$357K	Buy	4,659 +476	+11%	+$38.1K	0.21%	87
2025 Q4	$336K	Buy	4,183 +215	+5%	+$17.1K	0.21%	87
2025 Q3	$311K	Buy	3,968 +267	+7%	+$20.1K	0.2%	88
2025 Q2	$269K	Buy	3,701 +622	+20%	+$41.8K	0.19%	96
2025 Q1	$202K	Buy	+3,079	New	+$213K	0.16%	101
2024 Q3	–	Sell	-2,346	Closed	-$150K	–	128
2024 Q2	$150K	Buy	+2,346	New	+$144K	0.12%	111

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Widmann Financial Services's SPYM Position: Q2 2026 in Review

Widmann Financial Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.24% in Q2 2026, buying an estimated $938 and bringing the position to 4,670 shares worth $410K. The position accounts for 0.22% of the portfolio, ranked #86.

Widmann Financial Services first reported a position in SPYM in Q2 2024 and has held it in 7 quarters since. 1,723 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Widmann Financial Services held 4,670 shares of State Street SPDR Portfolio S&P 500 ETF worth $410K as of Q2 2026.
Widmann Financial Services bought 11 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $938.
State Street SPDR Portfolio S&P 500 ETF made up 0.22% of Widmann Financial Services's portfolio in Q2 2026, its #86 holding.
Widmann Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 7 quarters since.
1,723 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.