SEC 13F Intelligence

Core Wealth Advisors, Inc. / SPYM

Core Wealth Advisors, Inc.’s Spdr Series Trust Position

Does Core Wealth Advisors, Inc. own Spdr Series Trust (SPYM)? Yes — 281.3K shares worth $22M (+5.14% of its 13F portfolio) as of Q1 2026, up from 276.5K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
281.3K
% of Portfolio
+5.14%
Quarters Held
11
currently held

Position History SPYM

Reported value by quarter
Q1 ’23: $14MQ1 ’23Q4 ’23: $17MQ1 ’24: $17MQ1 ’24Q2 ’24: $18MQ3 ’24: $19MQ3 ’24Q4 ’24: $19MQ1 ’25: $18MQ1 ’25Q2 ’25: $20MQ3 ’25: $22MQ3 ’25Q4 ’25: $22MQ1 ’26: $22MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026281.3K$22M+5.14%
Q4 2025276.5K$22M+5.76%
Q3 2025275.4K$22M+5.63%
Q2 2025273.3K$20M+5.71%
Q1 2025274.2K$18M+5.74%
Q4 2024280.3K$19M+6.37%
Q3 2024281.1K$19M+6.09%
Q2 2024283.3K$18M+6.21%
Q1 2024282.9K$17M+5.92%
Q4 2023297.4K$17M+6.11%
Q1 2023294.1K$14M+5.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Core Wealth Advisors, Inc.’s full portfolio or all institutional holders of SPYM.