A4 Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

A4 Wealth 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	$1.02M	Sell	11,356 -1,491	-12%	-$133K	0.67%	29
2026 Q2	$1.13M	Sell	12,847 -12,524	-49%	-$1.07M	0.75%	31
2026 Q1	$1.94M	Sell	25,371 -12,988	-34%	-$1.04M	1.59%	15
2025 Q4	$3.08M	Sell	38,359 -14,361	-27%	-$1.14M	2.66%	8
2025 Q3	$4.13M	Buy	+52,720	New	+$3.98M	3.48%	2

Other funds holding SPYM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

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

A4 Wealth Advisors's SPYM Position: Q3 2026 in Review

A4 Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q3 2026, selling an estimated $133K and leaving 11,356 shares worth $1.02M. The position accounts for 0.67% of the portfolio, ranked #29.

A4 Wealth Advisors first reported a position in SPYM in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.13M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

A4 Wealth Advisors held 11,356 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.02M as of Q3 2026.
A4 Wealth Advisors sold 1,491 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $133K.
State Street SPDR Portfolio S&P 500 ETF made up 0.67% of A4 Wealth Advisors's portfolio in Q3 2026, its #29 holding.
A4 Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
A4 Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.13M in Q3 2025.
1,263 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.