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

World Equity 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	$3.31M	Buy	37,691 +24,865	+194%	+$2.12M	0.74%	29
2026 Q1	$982K	Buy	12,826 +1,701	+15%	+$136K	0.25%	93
2025 Q4	$892K	Sell	11,125 -635	-5%	-$50.5K	0.25%	92
2025 Q3	$921K	Buy	11,760 +1,788	+18%	+$135K	0.21%	103
2025 Q2	$725K	Buy	9,972 +3,266	+49%	+$220K	0.2%	116
2025 Q1	$441K	Sell	6,706 -8,604	-56%	-$595K	0.13%	168
2024 Q4	$1.06M	Buy	+15,310	New	+$1.06M	0.23%	98
2024 Q3	–	Sell	-45,567	Closed	-$2.92M	–	309
2024 Q2	$2.92M	Buy	45,567 +2,095	+5%	+$129K	0.87%	23
2024 Q1	$2.67M	Buy	43,472 +448	+1%	+$26.2K	0.55%	44
2023 Q4	$2.41M	Buy	43,024 +9,376	+28%	+$491K	0.48%	49
2023 Q3	$1.69M	Buy	33,648 +7,413	+28%	+$388K	0.35%	64
2023 Q2	$1.37M	Sell	26,235 -14,400	-35%	-$711K	0.4%	62
2023 Q1	$5.17M	Sell	40,635 -23,924	-37%	-$1.12M	0.77%	21
2022 Q4	$2.9M	Sell	64,559 -1,225	-2%	-$55.4K	0.69%	37
2022 Q3	$2.76M	Buy	65,784 +33	+0.1%	+$1.54K	0.7%	41
2022 Q2	$2.92M	Sell	65,751 -41,028	-38%	-$1.98M	0.73%	30
2022 Q1	$5.67M	Buy	+106,779	New	+$5.59M	1.22%	14

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

World Equity Group's SPYM Position: Q2 2026 in Review

World Equity Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 194% in Q2 2026, buying an estimated $2.12M and bringing the position to 37,691 shares worth $3.31M. The position accounts for 0.74% of the portfolio, ranked #29.

World Equity Group first reported a position in SPYM in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.67M in Q1 2022. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

World Equity Group held 37,691 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.31M as of Q2 2026.
World Equity Group bought 24,865 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.12M.
State Street SPDR Portfolio S&P 500 ETF made up 0.74% of World Equity Group's portfolio in Q2 2026, its #29 holding.
World Equity Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
World Equity Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.67M in Q1 2022.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.