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

Aaron 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	$274K	Hold	3,055	–	–	0.01%	583
2026 Q2	$268K	Hold	3,055	–	–	0.01%	609
2026 Q1	$234K	Hold	3,055	–	–	0.01%	632
2025 Q4	$245K	Sell	3,055 -122	-4%	-$9.7K	0.01%	616
2025 Q3	$249K	Sell	3,177 -6	-0.2%	-$453	0.01%	573
2025 Q2	$231K	Buy	+3,183	New	+$214K	0.02%	429
2025 Q1	–	Sell	-3,022	Closed	-$208K	–	493
2024 Q4	$208K	Hold	3,022	–	–	0.02%	429
2024 Q3	$204K	Buy	+3,022	New	+$197K	0.02%	412
2023 Q4	–	Sell	-4,669	Closed	-$235K	–	284
2023 Q3	$235K	Buy	+4,669	New	+$244K	0.03%	225

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

ACM

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

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

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

Aaron Wealth Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 3,055 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #583.

Aaron Wealth Advisors first reported a position in SPYM in Q3 2023 and has held it in 9 quarters since. 338 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Aaron Wealth Advisors held 3,055 shares of State Street SPDR Portfolio S&P 500 ETF worth $274K as of Q3 2026.
Aaron Wealth Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Aaron Wealth Advisors's portfolio in Q3 2026, its #583 holding.
Aaron Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 9 quarters since.
338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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