Blue Trust Inc’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Blue Trust Inc’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	$38.5K	Buy	429 +143	+50%	+$12.8K	﹤0.01%	1308
2026 Q2	$25.1K	Buy	+286	New	+$24.4K	﹤0.01%	1588
2026 Q1	–	Sell	-145	Closed	-$11.6K	–	2667
2025 Q4	$11.6K	Sell	145 -54	-27%	-$4.3K	﹤0.01%	1824
2025 Q3	$15.6K	Sell	199 -100	-33%	-$7.54K	﹤0.01%	1740
2025 Q2	$21.7K	Buy	+299	New	+$20.1K	﹤0.01%	1653
2025 Q1	–	Sell	-533	Closed	-$36.7K	–	2552
2024 Q4	$36.7K	Buy	533 +47	+10%	+$3.26K	﹤0.01%	1443
2024 Q3	$31.1K	Buy	+486	New	+$31.6K	﹤0.01%	1768
2022 Q4	–	Sell	-90	Closed	-$4K	–	2457
2022 Q3	$4K	Buy	+90	New	+$4.2K	﹤0.01%	1647

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

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

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Blue Trust Inc's SPYM Position: Q3 2026 in Review

Blue Trust Inc increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 50% in Q3 2026, buying an estimated $12.8K and bringing the position to 429 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Blue Trust Inc first reported a position in SPYM in Q3 2022 and has held it in 8 quarters since. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Blue Trust Inc held 429 shares of State Street SPDR Portfolio S&P 500 ETF worth $38.5K as of Q3 2026.
Blue Trust Inc bought 143 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $12.8K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1308 holding.
Blue Trust Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 8 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.