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

Accel Wealth Management’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	$300K	Buy	3,348 +121	+4%	+$10.8K	0.06%	216
2026 Q2	$284K	Buy	+3,227	New	+$275K	0.06%	234
2023 Q2	–	Sell	-186	Closed	-$8.94K	–	757
2023 Q1	$8.94K	Buy	186 +1	+0.5%	+$47	﹤0.01%	924
2022 Q4	$8.32K	Buy	+185	New	+$8.36K	﹤0.01%	745
2022 Q1	–	Sell	-4,180	Closed	-$233K	–	965
2021 Q4	$233K	Buy	4,180 +2,110	+102%	+$114K	0.11%	141
2021 Q3	$104K	Hold	2,070	–	–	0.07%	217
2021 Q2	$104K	Hold	2,070	–	–	0.07%	231
2021 Q1	$96K	Hold	2,070	–	–	0.08%	225
2020 Q4	$91K	Buy	+2,070	New	+$86.3K	0.08%	213

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

Accel Wealth Management's SPYM Position: Q3 2026 in Review

Accel Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.7% in Q3 2026, buying an estimated $10.8K and bringing the position to 3,348 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #216.

Accel Wealth Management first reported a position in SPYM in Q4 2020 and has held it in 9 quarters since. 1,143 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Accel Wealth Management held 3,348 shares of State Street SPDR Portfolio S&P 500 ETF worth $300K as of Q3 2026.
Accel Wealth Management bought 121 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $10.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #216 holding.
Accel Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 9 quarters since.
1,143 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.