Arlington Trust’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Arlington Trust’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	$787K	Sell	8,763 -482	-5%	-$43.1K	0.06%	58
2026 Q2	$812K	Hold	9,245	–	–	0.07%	45
2026 Q1	$708K	Hold	9,245	–	–	0.06%	47
2025 Q4	$742K	Sell	9,245 -950	-9%	-$75.6K	0.08%	42
2025 Q3	$799K	Hold	10,195	–	–	0.14%	73
2025 Q2	$741K	Hold	10,195	–	–	0.14%	78
2025 Q1	$670K	Buy	10,195 +1,950	+24%	+$135K	0.14%	81
2024 Q4	$568K	Sell	8,245 -463	-5%	-$32.1K	0.12%	88
2024 Q3	$588K	Buy	+8,708	New	+$566K	0.13%	83

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Arlington Trust's SPYM Position: Q3 2026 in Review

Arlington Trust reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.2% in Q3 2026, selling an estimated $43.1K and leaving 8,763 shares worth $787K. The position accounts for 0.06% of the portfolio, ranked #58.

Arlington Trust first reported a position in SPYM in Q3 2024 and has held it in 9 quarters since. The position peaked at $812K in Q2 2026. 521 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Arlington Trust held 8,763 shares of State Street SPDR Portfolio S&P 500 ETF worth $787K as of Q3 2026.
Arlington Trust sold 482 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $43.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Arlington Trust's portfolio in Q3 2026, its #58 holding.
Arlington Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
Arlington Trust's State Street SPDR Portfolio S&P 500 ETF position peaked at $812K in Q2 2026.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.