WCAMG
SPYM

Woodard & Company Asset Management Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Woodard & Company Asset Management 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 		$137K Buy
1,559
+100
+7% +$8.53K 0.02% 120
2026
Q1 		$112K Buy
1,459
+21
+1% +$1.68K 0.02% 117
2025
Q4 		$115K Sell
1,438
-169
-11% -$13.4K 0.02% 117
2025
Q3 		$126K Buy
1,607
+38
+2% +$2.87K 0.02% 111
2025
Q2 		$114K Buy
1,569
+538
+52% +$36.2K 0.02% 105
2025
Q1 		$67.8K Buy
1,031
+79
+8% +$5.46K 0.01% 111
2024
Q4 		$65.6K Buy
952
+40
+4% +$2.77K 0.01% 107
2024
Q3 		$61.6K Buy
912
+280
+44% +$18.2K 0.01% 103
2024
Q2 		$40.5K Sell
632
-979
-61% -$60.3K 0.01% 105
2024
Q1 		$99.1K Sell
1,611
-188
-10% -$11K 0.03% 91
2023
Q4 		$101K Buy
1,799
+1,785
+12,750% +$93.5K 0.03% 85
2023
Q3 		$680 Sell
14
-2
-13% -$105 ﹤0.01% 91
2023
Q2 		$814 Sell
16
-1
-6% -$49 ﹤0.01% 97
2023
Q1 		$827 Sell
17
-1,258,643
-100% -$59.1M ﹤0.01% 98
2022
Q4 		$56.6M Buy
1,258,660
+1,257,685
+128,993% +$56.8M 20.04% 1
2022
Q3 		$41K Buy
975
+385
+65% +$18K 0.02% 83
2022
Q2 		$26K Buy
+590
New +$28.4K 0.01% 90

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

Woodard & Company Asset Management Group's SPYM Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.9% in Q2 2026, buying an estimated $8.53K and bringing the position to 1,559 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #120.

Woodard & Company Asset Management Group first reported a position in SPYM in Q2 2022 and has held it in 17 quarters since. The position peaked at $56.6M in Q4 2022. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Woodard & Company Asset Management Group held 1,559 shares of State Street SPDR Portfolio S&P 500 ETF worth $137K as of Q2 2026.
  • Woodard & Company Asset Management Group bought 100 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $8.53K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #120 holding.
  • Woodard & Company Asset Management Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • Woodard & Company Asset Management Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $56.6M in Q4 2022.
  • 1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.