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

Worth Financial 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	$3.08M	Buy	+35,080	New	+$2.99M	1.28%	18
2026 Q1	–	Sell	-35,549	Closed	-$2.85M	–	166
2025 Q4	$2.85M	Sell	35,549 -3	-0%	-$239	1.38%	18
2025 Q3	$2.79M	Sell	35,552 -206	-0.6%	-$15.5K	1.56%	16
2025 Q2	$2.6M	Sell	35,758 -208	-0.6%	-$14K	1.6%	15
2025 Q1	$2.37M	Sell	35,966 -346	-1%	-$23.9K	1.5%	15
2024 Q4	$2.5M	Sell	36,312 -579	-2%	-$40.1K	1.54%	16
2024 Q3	$2.49M	Buy	36,891 +258	+0.7%	+$16.8K	1.46%	15
2024 Q2	$2.34M	Sell	36,633 -1,311	-3%	-$80.7K	1.54%	16
2024 Q1	$2.33M	Sell	37,944 -588	-2%	-$34.4K	1.62%	15
2023 Q4	$2.15M	Sell	38,532 -462	-1%	-$24.2K	1.72%	14
2023 Q3	$1.96M	Sell	38,994 -916	-2%	-$47.9K	1.77%	14
2023 Q2	$2.08M	Sell	39,910 -1,980	-5%	-$97.7K	1.93%	14
2023 Q1	$2.02M	Sell	41,890 -809	-2%	-$38K	1.93%	14
2022 Q4	$1.92M	Buy	+42,699	New	+$1.93M	2.23%	11

Other funds holding SPYM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Worth Financial Advisory Group's SPYM Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 35,080 shares worth $3.08M. The stake represents 1.28% of the portfolio and ranks #18 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in SPYM as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Worth Financial Advisory Group held 35,080 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.08M as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Worth Financial Advisory Group position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 1.28% of Worth Financial Advisory Group's portfolio in Q2 2026, its #18 holding.
Worth Financial Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.