AWE
SPYM

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

Avidian Wealth Enterprises’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 		$77.4M Sell
862,435
-110,741
-11% -$9.9M 2.16% 7
2026
Q2 		$85.5M Sell
973,176
-77,147
-7% -$6.58M 2.37% 7
2026
Q1 		$80.4M Buy
1,050,323
+16,641
+2% +$1.33M 2.54% 7
2025
Q4 		$82.9M Sell
1,033,682
-5,551
-0.5% -$441K 3.02% 4
2025
Q3 		$81.4M Buy
1,039,233
+275,942
+36% +$20.8M 3.07% 4
2025
Q2 		$55.5M Sell
763,291
-222,505
-23% -$15M 2.26% 8
2025
Q1 		$64.8M Buy
985,796
+145,555
+17% +$10.1M 2.89% 5
2024
Q4 		$57.9M Buy
840,241
+8,601
+1% +$596K 2.6% 7
2024
Q3 		$56.1M Sell
831,640
-108,125
-12% -$7.03M 2.55% 7
2024
Q2 		$60.1M Sell
939,765
-108,021
-10% -$6.65M 2.5% 5
2024
Q1 		$64.5M Buy
1,047,786
+128,389
+14% +$7.52M 3.13% 5
2023
Q4 		$51.4M Buy
919,397
+232,942
+34% +$12.2M 3.16% 5
2023
Q3 		$34.5M Buy
686,455
+68,398
+11% +$3.58M 2.43% 6
2023
Q2 		$32.2M Buy
618,057
+109,745
+22% +$5.42M 2.11% 7
2023
Q1 		$24.5M Buy
508,312
+353,984
+229% +$16.6M 1.34% 14
2022
Q4 		$6.94M Buy
154,328
+15,170
+11% +$686K 0.45% 46
2022
Q3 		$5.84M Buy
139,158
+37,471
+37% +$1.75M 0.42% 49
2022
Q2 		$4.51M Buy
101,687
+23,490
+30% +$1.13M 0.32% 62
2022
Q1 		$4.16M Buy
78,197
+36,250
+86% +$1.9M 0.25% 76
2021
Q4 		$2.34M Buy
+41,947
New +$2.27M 0.15% 109

Other funds holding SPYM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

Avidian Wealth Enterprises's SPYM Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q3 2026, selling an estimated $9.9M and leaving 862,435 shares worth $77.4M. The position accounts for 2.16% of the portfolio, ranked #7.

Avidian Wealth Enterprises first reported a position in SPYM in Q4 2021 and has held it in 20 quarters since. The position peaked at $85.5M in Q2 2026. 77 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Avidian Wealth Enterprises held 862,435 shares of State Street SPDR Portfolio S&P 500 ETF worth $77.4M as of Q3 2026.
  • Avidian Wealth Enterprises sold 110,741 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $9.9M.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.16% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #7 holding.
  • Avidian Wealth Enterprises first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • Avidian Wealth Enterprises's State Street SPDR Portfolio S&P 500 ETF position peaked at $85.5M in Q2 2026.
  • 77 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.