BluePath Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

BluePath Capital 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	$1.41M	Buy	15,679 +226	+1%	+$20.2K	0.73%	44
2026 Q2	$1.36M	Buy	15,453 +1,372	+10%	+$117K	0.74%	37
2026 Q1	$1.08M	Sell	14,081 -316	-2%	-$25.3K	0.74%	57
2025 Q4	$1.15M	Buy	+14,397	New	+$1.14M	0.78%	43
2023 Q4	–	Sell	-1,199	Closed	-$60.3K	–	288
2023 Q3	$60.3K	Buy	+1,199	New	+$62.7K	0.06%	174

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

BluePath Capital Management's SPYM Position: Q3 2026 in Review

BluePath Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q3 2026, buying an estimated $20.2K and bringing the position to 15,679 shares worth $1.41M. The position accounts for 0.73% of the portfolio, ranked #44.

BluePath Capital Management first reported a position in SPYM in Q3 2023 and has held it in 5 quarters since. 713 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

BluePath Capital Management held 15,679 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.41M as of Q3 2026.
BluePath Capital Management bought 226 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $20.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.73% of BluePath Capital Management's portfolio in Q3 2026, its #44 holding.
BluePath Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 5 quarters since.
713 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.