STACKSTONE WEALTH, LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

STACKSTONE WEALTH, LLC’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	$2.87M	Buy	+32,003	New	+$2.86M	0.28%	98

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

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

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

STACKSTONE WEALTH, LLC's SPYM Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026: 32,003 shares worth $2.87M. The stake represents 0.28% of the portfolio and ranks #98 among its holdings.

404 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

STACKSTONE WEALTH, LLC held 32,003 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.87M as of Q3 2026.
State Street SPDR Portfolio S&P 500 ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.28% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #98 holding.
404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.