Apex Wealth Management
SPYM icon

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

Apex 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 		$217K Buy
2,417
+3
+0.1% +$268 0.13% 59
2026
Q2 		$212K Buy
+2,414
New +$206K 0.13% 60

Other funds holding SPYM

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 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
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

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

Apex Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.12% in Q3 2026, buying an estimated $268 and bringing the position to 2,417 shares worth $217K. The position accounts for 0.13% of the portfolio, ranked #59.

Apex Wealth Management first reported a position in SPYM in Q2 2026 and has held it in 2 quarters since. 585 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Apex Wealth Management held 2,417 shares of State Street SPDR Portfolio S&P 500 ETF worth $217K as of Q3 2026.
  • Apex Wealth Management bought 3 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $268.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Apex Wealth Management's portfolio in Q3 2026, its #59 holding.
  • Apex Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 585 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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