Back to WA Wealthspire Advisors, LLC

SPYMSPYM
Showing 8 of 19 quarters

Position history for WAWealthspire Advisors, LLC's holdings in SPDR PORTFOLIO S&P 500 ETF

Wealthspire Advisors, LLC holds 5.8M shares of SPYM (SPDR PORTFOLIO S&P 500 ETF), worth $509.6M as of 2026-Q2. The position was increased (+671.7% shares). SPYM represents 2.8% of Wealthspire Advisors, LLC's portfolio.

Current Value

$509.6M

Current Shares

5.8M

Total Value Change

+$456.6M

Total Shares Change

+5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.8M
+671.7%
$509.6M2.8%$87.88
87
2026-Q1
Decreased
751,451
-2.0%
$57.5M0.5%$76.33
0
2025-Q4
Decreased
766,919
-3.5%
$61.5M0.5%$79.80
0
2025-Q3
Increased
794,573
+0.2%
$62.2M0.3%$77.70
35
2025-Q2
Decreased
792,637
-5.4%
$57.6M0.3%$71.88
0
2025-Q1
Decreased
838,210
-3.0%
$55.1M0.3%$64.83
0
2024-Q4
Increased
863,733
+9.9%
$59.5M0.6%$67.75
46
2024-Q3
Decreased
785,980
-3.0%
$53.1M0.5%$66.12
0

Other major holders of SPYM: JONES FINANCIAL COMPANIES LLLP, JPMORGAN CHASE & CO, USS Investment Management Ltd, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used