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SPYM
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Position history for Wealthspire Advisors, LLC's holdings in SPDR SERIES TRUST

Wealthspire Advisors, LLC holds 751,451 shares of SPYM (SPDR SERIES TRUST), worth $57.5M as of 2026-Q1. The position was decreased (-2.0% shares). SPYM represents 0.5% of Wealthspire Advisors, LLC's portfolio.

Current Value

$57.5M

Current Shares

751,451

Total Value Change

+$5.7M

Total Shares Change

-58,785

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
751,451
-2.0%
$57.5M0.5%$80.05
0
2025-Q4
Decreased
766,919
-3.5%
$61.5M0.5%$80.82
0
2025-Q3
Increased
794,573
+0.2%
$62.2M0.3%$77.84
35
2025-Q2
Decreased
792,637
-5.4%
$57.6M0.3%$71.89
0
2025-Q1
Decreased
838,210
-3.0%
$55.1M0.3%$64.79
0
2024-Q4
Increased
863,733
+9.9%
$59.5M0.6%$68.36
46
2024-Q3
Decreased
785,980
-3.0%
$53.1M0.5%$66.18
0
2024-Q2
Decreased
810,236
-0.4%
$51.9M0.7%$62.81
0

Other major holders of SPYM: JONES FINANCIAL COMPANIES LLLP, USS Investment Management Ltd, JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/

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