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

Ankerstar Wealth’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 		$3.44M Buy
+38,302
New +$3.42M 2.66% 9
2026
Q1 		– Sell
-180
Closed -$14.4K – 1070
2025
Q4 		$14.4K Buy
+180
New +$14.3K 0.01% 251

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Ankerstar Wealth's SPYM Position: Q3 2026 in Review

Ankerstar Wealth opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026: 38,302 shares worth $3.44M. The stake represents 2.66% of the portfolio and ranks #9 among its holdings. This is a return to the name: Ankerstar Wealth previously reported a position in SPYM as recently as Q4 2025.

Ankerstar Wealth first reported a position in SPYM in Q4 2025 and has held it in 2 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Ankerstar Wealth held 38,302 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.44M as of Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Ankerstar Wealth position in Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.66% of Ankerstar Wealth's portfolio in Q3 2026, its #9 holding.
  • Ankerstar Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Ankerstar Wealth's 13F filing for Q3 2026, filed 13 Nov 2026.