Baker Tilly Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Baker Tilly Wealth Management’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	$1.13M	Buy	12,575 +31	+0.2%	+$2.77K	0.22%	79
2026 Q2	$1.1M	Buy	12,544 +740	+6%	+$63.1K	0.23%	79
2026 Q1	$903K	Buy	11,804 +28	+0.2%	+$2.24K	0.22%	97
2025 Q4	$945K	Sell	11,776 -889	-7%	-$70.7K	0.23%	86
2025 Q3	$992K	Sell	12,665 -440	-3%	-$33.2K	0.22%	91
2025 Q2	$953K	Sell	13,105 -101	-0.8%	-$6.79K	0.34%	64
2025 Q1	$868K	Sell	13,206 -126	-0.9%	-$8.72K	0.34%	72
2024 Q4	$919K	Sell	13,332 -1,194	-8%	-$82.8K	0.36%	60
2024 Q3	$981K	Sell	14,526 -5,338	-27%	-$347K	0.43%	57
2024 Q2	$1.27M	Sell	19,864 -30,663	-61%	-$1.89M	0.52%	35
2024 Q1	$3.11M	Sell	50,527 -22,162	-30%	-$1.3M	0.56%	35
2023 Q4	$4.06M	Sell	72,689 -227	-0.3%	-$11.9K	0.67%	24
2023 Q3	$3.66M	Sell	72,916 -49,870	-41%	-$2.61M	0.6%	31
2023 Q2	$6.4M	Buy	122,786 +5,585	+5%	+$276K	0.67%	30
2023 Q1	$5.64M	Sell	117,201 -5,843	-5%	-$274K	0.63%	35
2022 Q4	$5.53M	Buy	123,044 +12,203	+11%	+$552K	0.68%	28
2022 Q3	$4.65M	Sell	110,841 -3,902	-3%	-$182K	0.63%	30
2022 Q2	$5.09M	Buy	114,743 +1,452	+1%	+$70K	0.67%	28
2022 Q1	$6.02M	Buy	113,291 +25,098	+28%	+$1.31M	0.67%	29
2021 Q4	$4.92M	Buy	88,193 +4,513	+5%	+$244K	0.53%	39
2021 Q3	$4.22M	Buy	83,680 +25,621	+44%	+$1.33M	0.56%	33
2021 Q2	$2.92M	Buy	58,059 +7,956	+16%	+$390K	0.47%	44
2021 Q1	$2.34M	Sell	50,103 -655	-1%	-$29.7K	0.48%	44
2020 Q4	$2.23M	Buy	+50,758	New	+$2.12M	0.69%	34

Other funds holding SPYM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

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

TD Private Client Wealth New York $5.55B AUM 11.79% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Baker Tilly Wealth Management's SPYM Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.25% in Q3 2026, buying an estimated $2.77K and bringing the position to 12,575 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #79.

Baker Tilly Wealth Management first reported a position in SPYM in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.4M in Q2 2023. 924 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Baker Tilly Wealth Management held 12,575 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.13M as of Q3 2026.
Baker Tilly Wealth Management bought 31 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $2.77K.
State Street SPDR Portfolio S&P 500 ETF made up 0.22% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #79 holding.
Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
Baker Tilly Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.4M in Q2 2023.
924 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.