Williams Jones Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Williams Jones Wealth 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	$229K	Buy	+2,602	New	+$222K	﹤0.01%	496
2026 Q1	–	Sell	-2,636	Closed	-$211K	–	534
2025 Q4	$211K	Buy	2,636 +34	+1%	+$2.7K	﹤0.01%	469
2025 Q3	$204K	Buy	+2,602	New	+$196K	﹤0.01%	468
2022 Q2	–	Sell	-3,950	Closed	-$210K	–	607
2022 Q1	$210K	Hold	3,950	–	–	﹤0.01%	483
2021 Q4	$221K	Buy	+3,950	New	+$213K	﹤0.01%	447

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

Williams Jones Wealth Management's SPYM Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,602 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Williams Jones Wealth Management previously reported a position in SPYM as recently as Q4 2025.

Williams Jones Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 5 quarters since. 1,727 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Williams Jones Wealth Management held 2,602 shares of State Street SPDR Portfolio S&P 500 ETF worth $229K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Williams Jones Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #496 holding.
Williams Jones Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 5 quarters since.
1,727 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.