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

Windsor Capital 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	$19.6M	Sell	222,838 -8,401	-4%	-$717K	5.09%	3
2026 Q1	$17.7M	Sell	231,239 -5,323	-2%	-$426K	4.99%	3
2025 Q4	$19M	Sell	236,562 -8,800	-4%	-$700K	5.24%	3
2025 Q3	$19.2M	Sell	245,362 -9,801	-4%	-$739K	5.31%	2
2025 Q2	$18.5M	Sell	255,163 -4,297	-2%	-$289K	5.41%	2
2025 Q1	$17.1M	Sell	259,460 -15,098	-5%	-$1.04M	5.24%	3
2024 Q4	$18.9M	Sell	274,558 -8,479	-3%	-$588K	5.62%	3
2024 Q3	$19.1M	Sell	283,037 -10,629	-4%	-$691K	5.55%	3
2024 Q2	$18.8M	Sell	293,666 -20,188	-6%	-$1.24M	5.82%	3
2024 Q1	$19.3M	Sell	313,854 -12,763	-4%	-$747K	5.99%	3
2023 Q4	$18.3M	Sell	326,617 -9,331	-3%	-$489K	5.97%	3
2023 Q3	$16.9M	Sell	335,948 -12,279	-4%	-$642K	5.84%	3
2023 Q2	$18.1M	Sell	348,227 -11,133	-3%	-$549K	6%	3
2023 Q1	$17.3M	Sell	359,360 -5,761	-2%	-$270K	5.95%	3
2022 Q4	$16.4M	Sell	365,121 -15,434	-4%	-$698K	5.98%	3
2022 Q3	$16M	Sell	380,555 -7,298	-2%	-$341K	5.97%	2
2022 Q2	$17.2M	Sell	387,853 -16,295	-4%	-$785K	6.13%	2
2022 Q1	$21.5M	Sell	404,148 -21,233	-5%	-$1.11M	6.68%	1
2021 Q4	$23.7M	Sell	425,381 -2,391	-0.6%	-$129K	7.16%	1
2021 Q3	$21.6M	Buy	427,772 +12,157	+3%	+$631K	6.92%	1
2021 Q2	$20.9M	Buy	415,615 +10,940	+3%	+$537K	6.91%	1
2021 Q1	$18.9M	Buy	404,675 +48,146	+14%	+$2.18M	6.53%	1
2020 Q4	$15.7M	Buy	356,529 +3,069	+0.9%	+$128K	5.85%	2
2020 Q3	$13.9M	Buy	353,460 +1,185	+0.3%	+$46.1K	5.81%	2
2020 Q2	$12.8M	Buy	352,275 +54,463	+18%	+$1.87M	5.5%	2
2020 Q1	$9.01M	Buy	297,812 +14,457	+5%	+$519K	4.56%	4
2019 Q4	$10.7M	Buy	283,355 +27,955	+11%	+$1.01M	4.51%	4
2019 Q3	$8.9M	Buy	255,400 +34,893	+16%	+$1.21M	3.97%	5
2019 Q2	$7.62M	Buy	220,507 +15,988	+8%	+$542K	3.5%	6
2019 Q1	$6.8M	Buy	204,519 +17,828	+10%	+$569K	3.21%	7
2018 Q4	$5.45M	Buy	186,691 +24,618	+15%	+$776K	2.82%	9
2018 Q3	$5.52M	Buy	162,073 +35,836	+28%	+$1.2M	2.49%	11
2018 Q2	$4.02M	Buy	126,237 +23,184	+22%	+$736K	1.88%	16
2018 Q1	$3.19M	Buy	+103,053	New	+$3.3M	1.5%	20

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Windsor Capital Management's SPYM Position: Q2 2026 in Review

Windsor Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.6% in Q2 2026, selling an estimated $717K and leaving 222,838 shares worth $19.6M. The position accounts for 5.09% of the portfolio, ranked #3.

Windsor Capital Management first reported a position in SPYM in Q1 2018 and has held it in 34 quarters since. The position peaked at $23.7M in Q4 2021. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Windsor Capital Management held 222,838 shares of State Street SPDR Portfolio S&P 500 ETF worth $19.6M as of Q2 2026.
Windsor Capital Management sold 8,401 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $717K.
State Street SPDR Portfolio S&P 500 ETF made up 5.09% of Windsor Capital Management's portfolio in Q2 2026, its #3 holding.
Windsor Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
Windsor Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $23.7M in Q4 2021.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.