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

Beacon Financial Advisory’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	$8.05M	Buy	89,708 +9,379	+12%	+$838K	1.52%	10
2026 Q2	$7.06M	Buy	80,329 +21,256	+36%	+$1.81M	1.39%	9
2026 Q1	$4.52M	Buy	59,073 +6,533	+12%	+$523K	1.02%	14
2025 Q4	$4.21M	Buy	52,540 +971	+2%	+$77.2K	0.98%	15
2025 Q3	$4.04M	Buy	51,569 +3,052	+6%	+$230K	0.94%	18
2025 Q2	$3.53M	Sell	48,517 -14,008	-22%	-$942K	0.91%	19
2025 Q1	$4.11M	Buy	62,525 +3,590	+6%	+$248K	1.25%	10
2024 Q4	$4.06M	Buy	58,935 +3,555	+6%	+$246K	1.32%	13
2024 Q3	$3.74M	Sell	55,380 -3,712	-6%	-$241K	1.27%	14
2024 Q2	$3.78M	Buy	59,092 +4,345	+8%	+$267K	1.41%	12
2024 Q1	$3.37M	Sell	54,747 -11,031	-17%	-$646K	1.64%	9
2023 Q4	$3.68M	Buy	65,778 +1,535	+2%	+$80.4K	1.77%	6
2023 Q3	$3.23M	Buy	64,243 +15,771	+33%	+$825K	1.78%	6
2023 Q2	$2.53M	Buy	48,472 +2,036	+4%	+$100K	1.45%	9
2023 Q1	$2.24M	Buy	46,436 +5,403	+13%	+$254K	1.42%	11
2022 Q4	$1.85M	Buy	41,033 +629	+2%	+$28.4K	1.32%	14
2022 Q3	$1.7M	Buy	40,404 +3,086	+8%	+$144K	1.21%	20
2022 Q2	$1.66M	Sell	37,318 -1,348	-3%	-$65K	0.94%	22
2022 Q1	$2.05M	Buy	38,666 +9,874	+34%	+$517K	0.98%	22
2021 Q4	$1.61M	Buy	28,792 +4,243	+17%	+$229K	0.74%	33
2021 Q3	$1.24M	Buy	24,549 +576	+2%	+$29.9K	0.64%	43
2021 Q2	$1.21M	Buy	23,973 +1,726	+8%	+$84.7K	0.65%	41
2021 Q1	$1.04M	Buy	22,247 +225	+1%	+$10.2K	0.59%	43
2020 Q4	$968K	Buy	22,022 +8,561	+64%	+$357K	0.63%	43
2020 Q3	$529K	Buy	13,461 +6,097	+83%	+$237K	0.46%	69
2020 Q2	$266K	Sell	7,364 -122	-2%	-$4.2K	0.29%	114
2020 Q1	$226K	Buy	7,486 +1,284	+21%	+$46.1K	0.29%	115
2019 Q4	$234K	Buy	+6,202	New	+$224K	0.2%	135

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

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

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

Beacon Financial Advisory's SPYM Position: Q3 2026 in Review

Beacon Financial Advisory increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q3 2026, buying an estimated $838K and bringing the position to 89,708 shares worth $8.05M. The position accounts for 1.52% of the portfolio, ranked #10.

Beacon Financial Advisory first reported a position in SPYM in Q4 2019 and has held it in 28 quarters since. 1,025 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Beacon Financial Advisory held 89,708 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.05M as of Q3 2026.
Beacon Financial Advisory bought 9,379 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $838K.
State Street SPDR Portfolio S&P 500 ETF made up 1.52% of Beacon Financial Advisory's portfolio in Q3 2026, its #10 holding.
Beacon Financial Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
1,025 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.