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

ARQ Wealth Advisors’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 		$11.3M Buy
125,841
+4,471
+4% +$400K 1.35% 23
2026
Q2 		$10.7M Buy
121,370
+10,941
+10% +$933K 1.32% 24
2026
Q1 		$8.45M Buy
110,429
+1,163
+1% +$93K 1.52% 20
2025
Q4 		$8.77M Buy
109,266
+6,869
+7% +$546K 2.37% 15
2025
Q3 		$8.02M Sell
102,397
-18,914
-16% -$1.43M 2.37% 15
2025
Q2 		$7.98M Hold
121,311
– – 2.74% 12
2025
Q1 		$7.98M Buy
121,311
+5,723
+5% +$396K 2.96% 11
2024
Q4 		$7.97M Buy
115,588
+688
+0.6% +$47.7K 3.03% 11
2024
Q3 		$7.62M Buy
114,900
+14,165
+14% +$921K 2.88% 12
2024
Q2 		$6.45M Buy
100,735
+2,266
+2% +$140K 2.79% 13
2024
Q1 		$6.06M Buy
98,469
+3,105
+3% +$182K 2.63% 14
2023
Q4 		$5.33M Sell
95,364
-3,512
-4% -$184K 3.17% 12
2023
Q3 		$4.97M Sell
98,876
-15,234
-13% -$797K 3.72% 10
2023
Q2 		$5.95M Sell
114,110
-8,741
-7% -$431K 3.86% 10
2023
Q1 		$5.92M Buy
122,851
+1,975
+2% +$92.7K 4.35% 8
2022
Q4 		$5.44M Buy
120,876
+12,980
+12% +$587K 3.55% 13
2022
Q3 		$4.53M Buy
107,896
+1,738
+2% +$81.2K 3.5% 12
2022
Q2 		$4.71M Buy
106,158
+7,705
+8% +$371K 3.37% 14
2022
Q1 		$5.23M Buy
98,453
+15,451
+19% +$809K 3.52% 12
2021
Q4 		$4.63M Sell
83,002
-7,006
-8% -$378K 3.29% 13
2021
Q3 		$4.54M Sell
90,008
-117,380
-57% -$6.09M 2.92% 14
2021
Q2 		$10.4M Sell
207,388
-76,460
-27% -$3.75M 6.69% 5
2021
Q1 		$13.2M Buy
283,848
+6,643
+2% +$301K 8.56% 2
2020
Q4 		$12.2M Buy
277,205
+50,113
+22% +$2.09M 7.66% 3
2020
Q3 		$8.94M Sell
227,092
-3,115
-1% -$121K 8.61% 2
2020
Q2 		$8.34M Buy
230,207
+2,603
+1% +$89.5K 8.11% 2
2020
Q1 		$6.88M Buy
+227,604
New +$8.17M 7.83% 2

Other funds holding SPYM

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
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

ARQ Wealth Advisors's SPYM Position: Q3 2026 in Review

ARQ Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.7% in Q3 2026, buying an estimated $400K and bringing the position to 125,841 shares worth $11.3M. The position accounts for 1.35% of the portfolio, ranked #23.

ARQ Wealth Advisors first reported a position in SPYM in Q1 2020 and has held it in 27 quarters since. The position peaked at $13.2M in Q1 2021. 1,241 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • ARQ Wealth Advisors held 125,841 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.3M as of Q3 2026.
  • ARQ Wealth Advisors bought 4,471 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $400K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.35% of ARQ Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • ARQ Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 27 quarters since.
  • ARQ Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $13.2M in Q1 2021.
  • 1,241 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.