Woodmont Investment Counsel’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Woodmont Investment Counsel’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	$2.05M	Sell	23,298 -243	-1%	-$20.7K	0.11%	107
2026 Q1	$1.8M	Buy	23,541 +1,368	+6%	+$109K	0.11%	106
2025 Q4	$1.78M	Hold	22,173	–	–	0.11%	108
2025 Q3	$1.74M	Sell	22,173 -1,494	-6%	-$113K	0.12%	108
2025 Q2	$1.72M	Hold	23,667	–	–	0.11%	118
2025 Q1	$1.56M	Sell	23,667 -18,667	-44%	-$1.29M	0.11%	119
2024 Q4	$2.92M	Hold	42,334	–	–	0.22%	78
2024 Q3	$2.86M	Sell	42,334 -666	-2%	-$43.3K	0.22%	79
2024 Q2	$2.75M	Hold	43,000	–	–	0.22%	76
2024 Q1	$2.65M	Buy	+43,000	New	+$2.52M	0.22%	81

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Woodmont Investment Counsel's SPYM Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1% in Q2 2026, selling an estimated $20.7K and leaving 23,298 shares worth $2.05M. The position accounts for 0.11% of the portfolio, ranked #107.

Woodmont Investment Counsel first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.92M in Q4 2024. 903 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Woodmont Investment Counsel held 23,298 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.05M as of Q2 2026.
Woodmont Investment Counsel sold 243 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $20.7K.
State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Woodmont Investment Counsel's portfolio in Q2 2026, its #107 holding.
Woodmont Investment Counsel first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Woodmont Investment Counsel's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.92M in Q4 2024.
903 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.