WAG
SPYM

Winthrop Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Winthrop Advisory Group’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 		$238K Buy
+2,708
New +$231K 0.02% 197
2022
Q2 		– Sell
-3,778
Closed -$201K – 141
2022
Q1 		$201K Buy
+3,778
New +$198K 0.04% 132

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Winthrop Advisory Group's SPYM Position: Q2 2026 in Review

Winthrop Advisory Group opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,708 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings. This is a return to the name: Winthrop Advisory Group previously reported a position in SPYM as recently as Q1 2022.

Winthrop Advisory Group first reported a position in SPYM in Q1 2022 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Winthrop Advisory Group held 2,708 shares of State Street SPDR Portfolio S&P 500 ETF worth $238K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Winthrop Advisory Group position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #197 holding.
  • Winthrop Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 2 quarters since.
  • 624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.