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

Bestgate 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	$5.57M	Buy	62,098 +8,400	+16%	+$751K	3.53%	10
2026 Q2	$4.72M	Sell	53,698 -940	-2%	-$80.2K	7.52%	3
2026 Q1	$4.18M	Buy	54,638 +538	+1%	+$43K	7.54%	4
2025 Q4	$4.34M	Sell	54,100 -1,399	-3%	-$111K	7.63%	4
2025 Q3	$4.35M	Buy	55,499 +3,161	+6%	+$238K	7.68%	4
2025 Q2	$3.44M	Hold	52,338	–	–	7.13%	4
2025 Q1	$3.44M	Sell	52,338 -3,433	-6%	-$237K	7.13%	4
2024 Q4	$3.84M	Buy	+55,771	New	+$3.87M	7.72%	4

Other funds holding SPYM

1WM

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

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

Bestgate Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q3 2026, buying an estimated $751K and bringing the position to 62,098 shares worth $5.57M. The position accounts for 3.53% of the portfolio, ranked #10.

Bestgate Wealth Advisors first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. 286 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Bestgate Wealth Advisors held 62,098 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.57M as of Q3 2026.
Bestgate Wealth Advisors bought 8,400 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $751K.
State Street SPDR Portfolio S&P 500 ETF made up 3.53% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #10 holding.
Bestgate Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
286 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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