Accurate Wealth Management
SPYM icon

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

Accurate 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 		$1.07M Sell
11,649
-2,367
-17% -$212K 0.09% 216
2026
Q2 		$1.24M Sell
14,016
-2,150
-13% -$183K 0.12% 192
2026
Q1 		$1.29M Buy
16,166
+3,365
+26% +$269K 0.16% 148
2025
Q4 		$1.04M Sell
12,801
-170
-1% -$13.5K 0.13% 174
2025
Q3 		$1.01M Buy
12,971
+1,815
+16% +$137K 0.13% 163
2025
Q2 		$819K Buy
11,156
+532
+5% +$35.8K 0.13% 180
2025
Q1 		$657K Sell
10,624
-660
-6% -$45.6K 0.13% 168
2024
Q4 		$781K Sell
11,284
-642
-5% -$44.5K 0.15% 148
2024
Q3 		$819K Buy
11,926
+236
+2% +$15.3K 0.16% 135
2024
Q2 		$770K Sell
11,690
-2,024
-15% -$125K 0.18% 119
2024
Q1 		$799K Buy
13,714
+487
+4% +$28.5K 0.23% 97
2023
Q4 		$741K Sell
13,227
-2,026
-13% -$106K 0.23% 98
2023
Q3 		$779K Buy
15,253
+3,223
+27% +$169K 0.24% 93
2023
Q2 		$636K Buy
12,030
+1,909
+19% +$94.2K 0.2% 111
2023
Q1 		$487K Buy
10,121
+2,639
+35% +$124K 0.17% 137
2022
Q4 		$342K Sell
7,482
-8,704
-54% -$393K 0.13% 146
2022
Q3 		$699K Buy
16,186
+7,512
+87% +$351K 0.29% 67
2022
Q2 		$396K Buy
8,674
+341
+4% +$16.4K 0.22% 92
2022
Q1 		$443K Buy
8,333
+2,044
+33% +$107K 0.2% 98
2021
Q4 		$328K Hold
6,289
– – 0.27% 102
2021
Q3 		$328K Sell
6,289
-223
-3% -$11.6K 0.29% 99
2021
Q2 		$328K Buy
+6,512
New +$320K 0.29% 86

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Accurate Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q3 2026, selling an estimated $212K and leaving 11,649 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #216.

Accurate Wealth Management first reported a position in SPYM in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.29M in Q1 2026. 905 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Accurate Wealth Management held 11,649 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.07M as of Q3 2026.
  • Accurate Wealth Management sold 2,367 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $212K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Accurate Wealth Management's portfolio in Q3 2026, its #216 holding.
  • Accurate Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 22 quarters since.
  • Accurate Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.29M in Q1 2026.
  • 905 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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