B.A. Schrock Wealth Management, Inc.’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$288K	Buy	+3,201	New	+$286K	0.11%	119

Other funds holding SPYM

1WM

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 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

SAW

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

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

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

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

B.A. Schrock Wealth Management, Inc.'s SPYM Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026: 3,201 shares worth $288K. The stake represents 0.11% of the portfolio and ranks #119 among its holdings.

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

B.A. Schrock Wealth Management, Inc. held 3,201 shares of State Street SPDR Portfolio S&P 500 ETF worth $288K as of Q3 2026.
State Street SPDR Portfolio S&P 500 ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.11% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #119 holding.
278 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.