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

Birchbrook’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 		$6.82K Hold
76
– – ﹤0.01% 214
2026
Q2 		$6.68K Hold
76
– – ﹤0.01% 225
2026
Q1 		$5.82K Hold
76
– – ﹤0.01% 223
2025
Q4 		$6.1K Buy
+76
New +$6.04K ﹤0.01% 228

Other funds holding SPYM

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Birchbrook's SPYM Position: Q3 2026 in Review

Birchbrook held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 76 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Birchbrook first reported a position in SPYM in Q4 2025 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Birchbrook held 76 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.82K as of Q3 2026.
  • Birchbrook left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #214 holding.
  • Birchbrook first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.