1900 Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

1900 Wealth Management’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 Q3	$558M	Buy	6,218,187 +173,563	+3%	+$15.5M	30.26%	1
2026 Q2	$531M	Buy	6,044,624 +18,899	+0.3%	+$1.61M	29.58%	1
2026 Q1	$461M	Buy	6,025,725 +73,872	+1%	+$5.91M	29.61%	1
2025 Q4	$477M	Buy	5,951,853 +303,212	+5%	+$24.1M	30.62%	1
2025 Q3	$443M	Buy	5,648,641 +330,746	+6%	+$24.9M	29.99%	1
2025 Q2	$387M	Buy	5,317,895 +192,047	+4%	+$12.9M	29.23%	1
2025 Q1	$337M	Buy	5,125,848 +421,721	+9%	+$29.2M	28.03%	1
2024 Q4	$325M	Buy	4,704,127 +213,820	+5%	+$14.8M	27.29%	1
2024 Q3	$303M	Buy	4,490,307 +345,188	+8%	+$22.4M	25.99%	1
2024 Q2	$265M	Buy	4,145,119 +753,943	+22%	+$46.4M	24.81%	1
2024 Q1	$209M	Buy	3,391,176 +958,524	+39%	+$56.1M	19.02%	1
2023 Q4	$136M	Buy	2,432,652 +2,303,056	+1,777%	+$121M	12.48%	1
2023 Q3	$6.51M	Buy	129,596 +121,304	+1,463%	+$6.35M	0.65%	41
2023 Q2	$432K	Buy	+8,292	New	+$409K	0.04%	170

Other funds holding SPYM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

1900 Wealth Management's SPYM Position: Q3 2026 in Review

1900 Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.9% in Q3 2026, buying an estimated $15.5M and bringing the position to 6,218,187 shares worth $558M. The position accounts for 30.26% of the portfolio, ranked #1.

1900 Wealth Management first reported a position in SPYM in Q2 2023 and has held it in 14 quarters since. 133 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

1900 Wealth Management held 6,218,187 shares of State Street SPDR Portfolio S&P 500 ETF worth $558M as of Q3 2026.
1900 Wealth Management bought 173,563 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $15.5M.
State Street SPDR Portfolio S&P 500 ETF made up 30.26% of 1900 Wealth Management's portfolio in Q3 2026, its #1 holding.
1900 Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
133 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.