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

ACT 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	$4.09M	Sell	45,563 -3,156	-6%	-$282K	1.33%	11
2026 Q2	$4.28M	Sell	48,719 -824	-2%	-$70.3K	1.42%	11
2026 Q1	$3.79M	Sell	49,543 -1,389	-3%	-$111K	1.61%	10
2025 Q4	$4.09M	Sell	50,932 -1,243	-2%	-$98.9K	1.61%	13
2025 Q3	$4.09M	Sell	52,175 -2,927	-5%	-$221K	1.65%	13
2025 Q2	$4.01M	Buy	55,102 +346	+0.6%	+$23.3K	1.85%	11
2025 Q1	$3.6M	Buy	54,756 +1,054	+2%	+$72.9K	1.95%	10
2024 Q4	$3.7M	Buy	53,702 +4,605	+9%	+$319K	1.99%	10
2024 Q3	$3.31M	Sell	49,097 -1,303	-3%	-$84.7K	1.56%	11
2024 Q2	$3.23M	Sell	50,400 -55	-0.1%	-$3.39K	1.68%	9
2024 Q1	$3.1M	Sell	50,455 -7,499	-13%	-$439K	1.7%	10
2023 Q4	$3.24M	Sell	57,954 -1,508	-3%	-$79K	1.85%	10
2023 Q3	$2.99M	Buy	+59,462	New	+$3.11M	1.85%	9

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

ACT Advisors's SPYM Position: Q3 2026 in Review

ACT Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.5% in Q3 2026, selling an estimated $282K and leaving 45,563 shares worth $4.09M. The position accounts for 1.33% of the portfolio, ranked #11.

ACT Advisors first reported a position in SPYM in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.28M in Q2 2026. 278 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

ACT Advisors held 45,563 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.09M as of Q3 2026.
ACT Advisors sold 3,156 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $282K.
State Street SPDR Portfolio S&P 500 ETF made up 1.33% of ACT Advisors's portfolio in Q3 2026, its #11 holding.
ACT Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 13 quarters since.
ACT Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.28M in Q2 2026.
278 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on ACT Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.