Armstrong Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Armstrong Advisory Group’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	$5.99M	Sell	66,728 -122	-0.2%	-$10.9K	0.36%	31
2026 Q2	$5.87M	Sell	66,850 -206	-0.3%	-$17.6K	0.36%	33
2026 Q1	$5.13M	Sell	67,056 -529,914	-89%	-$42.4M	0.34%	36
2025 Q4	$47.9M	Buy	596,970 +552,885	+1,254%	+$44M	3.24%	8
2025 Q3	$3.45M	Buy	44,085 +10,075	+30%	+$760K	0.24%	44
2025 Q2	$2.47M	Sell	34,010 -964,838	-97%	-$64.9M	0.19%	44
2025 Q1	$68.9M	Hold	998,848	–	–	5.5%	6
2024 Q4	$68.9M	Buy	998,848 +32,529	+3%	+$2.25M	5.5%	6
2024 Q3	$65.2M	Sell	966,319 -8,374	-0.9%	-$545K	5.4%	5
2024 Q2	$62.4M	Sell	974,693 -176,836	-15%	-$10.9M	5.52%	6
2024 Q1	$64.4M	Hold	1,151,529	–	–	6.25%	3
2023 Q4	$64.4M	Buy	1,151,529 +695,310	+152%	+$36.4M	6.25%	3
2023 Q3	$22.9M	Buy	456,219 +258,542	+131%	+$13.5M	2.5%	15
2023 Q2	$10.3M	Buy	+197,677	New	+$9.8M	1.09%	20

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

Armstrong Advisory Group's SPYM Position: Q3 2026 in Review

Armstrong Advisory Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.18% in Q3 2026, selling an estimated $10.9K and leaving 66,728 shares worth $5.99M. The position accounts for 0.36% of the portfolio, ranked #31.

Armstrong Advisory Group first reported a position in SPYM in Q2 2023 and has held it in 14 quarters since. The position peaked at $68.9M in Q1 2025. 521 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Armstrong Advisory Group held 66,728 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.99M as of Q3 2026.
Armstrong Advisory Group sold 122 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $10.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.36% of Armstrong Advisory Group's portfolio in Q3 2026, its #31 holding.
Armstrong Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
Armstrong Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $68.9M in Q1 2025.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.