Wise Wealth Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wise Wealth Partners’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	$13.7M	Sell	155,711 -98,964	-39%	-$8.44M	23.26%	1
2026 Q1	$19.5M	Sell	254,675 -1,431	-0.6%	-$114K	26.39%	1
2025 Q4	$20.5M	Buy	256,106 +16,359	+7%	+$1.3M	29.49%	1
2025 Q3	$18.8M	Buy	239,747 +19,759	+9%	+$1.49M	28.67%	1
2025 Q2	$16M	Buy	219,988 +150,135	+215%	+$10.1M	26.71%	1
2025 Q1	$4.59M	Sell	69,853 -18,194	-21%	-$1.26M	10.98%	1
2024 Q4	$6.07M	Buy	+88,047	New	+$6.1M	14.97%	2

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

Wise Wealth Partners's SPYM Position: Q2 2026 in Review

Wise Wealth Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 39% in Q2 2026, selling an estimated $8.44M and leaving 155,711 shares worth $13.7M. The position accounts for 23.26% of the portfolio, ranked #1.

Wise Wealth Partners first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.5M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Wise Wealth Partners held 155,711 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.7M as of Q2 2026.
Wise Wealth Partners sold 98,964 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $8.44M.
State Street SPDR Portfolio S&P 500 ETF made up 23.26% of Wise Wealth Partners's portfolio in Q2 2026, its #1 holding.
Wise Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Wise Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $20.5M in Q4 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.