4Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

4Wealth Advisors’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	$1.3M	Buy	14,508 +563	+4%	+$50.3K	0.9%	29
2026 Q2	$1.22M	Sell	13,945 -19	-0.1%	-$1.62K	0.93%	31
2026 Q1	$1.04M	Sell	13,964 -137	-1%	-$11K	0.89%	31
2025 Q4	$1.13M	Buy	14,101 +240	+2%	+$19.1K	0.97%	28
2025 Q3	$1.09M	Buy	13,861 +5,107	+58%	+$385K	0.97%	28
2025 Q2	$636K	Buy	8,754 +1,404	+19%	+$94.4K	0.65%	52
2025 Q1	$483K	Sell	7,350 -1,303	-15%	-$90.1K	0.53%	66
2024 Q4	$597K	Buy	+8,653	New	+$600K	0.6%	52

Other funds holding SPYM

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

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

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

4Wealth Advisors's SPYM Position: Q3 2026 in Review

4Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4% in Q3 2026, buying an estimated $50.3K and bringing the position to 14,508 shares worth $1.3M. The position accounts for 0.9% of the portfolio, ranked #29.

4Wealth Advisors first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. 845 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

4Wealth Advisors held 14,508 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.3M as of Q3 2026.
4Wealth Advisors bought 563 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $50.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.9% of 4Wealth Advisors's portfolio in Q3 2026, its #29 holding.
4Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
845 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.