Aspiriant LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Aspiriant LLC’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	$681K	Buy	7,592 +15	+0.2%	+$1.34K	0.02%	214
2026 Q2	$666K	Sell	7,577 -70	-0.9%	-$5.97K	0.02%	212
2026 Q1	$585K	Sell	7,647 -776	-9%	-$62.1K	0.02%	200
2025 Q4	$676K	Buy	8,423 +2,727	+48%	+$217K	0.02%	189
2025 Q3	$446K	Buy	5,696 +1,442	+34%	+$109K	0.01%	209
2025 Q2	$309K	Buy	4,254 +109	+3%	+$7.33K	0.01%	248
2025 Q1	$273K	Buy	+4,145	New	+$287K	0.01%	247

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 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

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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Aspiriant LLC's SPYM Position: Q3 2026 in Review

Aspiriant LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.2% in Q3 2026, buying an estimated $1.34K and bringing the position to 7,592 shares worth $681K. The position accounts for 0.02% of the portfolio, ranked #214.

Aspiriant LLC first reported a position in SPYM in Q1 2025 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Aspiriant LLC held 7,592 shares of State Street SPDR Portfolio S&P 500 ETF worth $681K as of Q3 2026.
Aspiriant LLC bought 15 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.34K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Aspiriant LLC's portfolio in Q3 2026, its #214 holding.
Aspiriant LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.