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

Apollon 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 		$16.3M Buy
181,761
+15,859
+10% +$1.42M 0.19% 101
2026
Q2 		$14.6M Buy
165,902
+19,194
+13% +$1.64M 0.18% 110
2026
Q1 		$11.2M Buy
146,708
+45,543
+45% +$3.64M 0.18% 114
2025
Q4 		$8.12M Buy
101,165
+11,820
+13% +$940K 0.14% 139
2025
Q3 		$7M Buy
89,345
+52,745
+144% +$3.98M 0.12% 154
2025
Q2 		$2.66M Buy
36,600
+23,293
+175% +$1.57M 0.05% 296
2025
Q1 		$875K Sell
13,307
-711
-5% -$49.2K 0.02% 548
2024
Q4 		$966K Buy
14,018
+125
+0.9% +$8.66K 0.02% 526
2024
Q3 		$938K Sell
13,893
-1,559
-10% -$101K 0.03% 515
2024
Q2 		$989K Sell
15,452
-1,162
-7% -$71.5K 0.03% 469
2024
Q1 		$1.02M Buy
16,614
+1,956
+13% +$115K 0.03% 461
2023
Q4 		$819K Buy
14,658
+9,924
+210% +$520K 0.03% 519
2023
Q3 		$238K Sell
4,734
-207,598
-98% -$10.9M 0.01% 775
2023
Q2 		$11.1M Sell
212,332
-54,599
-20% -$2.69M 0.53% 29
2023
Q1 		$12.9M Buy
266,931
+261,438
+4,759% +$12.3M 0.79% 15
2022
Q4 		$247K Buy
+5,493
New +$248K 0.02% 721

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

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

Apollon Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.6% in Q3 2026, buying an estimated $1.42M and bringing the position to 181,761 shares worth $16.3M. The position accounts for 0.19% of the portfolio, ranked #101.

Apollon Wealth Management first reported a position in SPYM in Q4 2022 and has held it in 16 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Apollon Wealth Management held 181,761 shares of State Street SPDR Portfolio S&P 500 ETF worth $16.3M as of Q3 2026.
  • Apollon Wealth Management bought 15,859 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.42M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.19% of Apollon Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Apollon Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 16 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 Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.