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

Bluesphere 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	$5.06M	Sell	56,401 -375	-0.7%	-$33.5K	1.56%	10
2026 Q2	$4.99M	Sell	56,776 -556	-1%	-$47.4K	1.54%	10
2026 Q1	$4.39M	Buy	57,332 +41,733	+268%	+$3.34M	1.56%	9
2025 Q4	$1.25M	Sell	15,599 -480	-3%	-$38.2K	0.55%	34
2025 Q3	$1.26M	Sell	16,079 -1,257	-7%	-$94.8K	0.58%	30
2025 Q2	$1.26M	Sell	17,336 -756	-4%	-$50.8K	0.63%	25
2025 Q1	$1.19M	Sell	18,092 -231	-1%	-$16K	0.68%	24
2024 Q4	$1.26M	Hold	18,323	–	–	0.62%	25
2024 Q3	$1.24M	Sell	18,323 -100	-0.5%	-$6.5K	0.61%	26
2024 Q2	$1.18M	Buy	18,423 +1,762	+11%	+$108K	0.6%	28
2024 Q1	$1.03M	Hold	16,661	–	–	0.57%	29
2023 Q4	$931K	Sell	16,661 -1,813	-10%	-$95K	0.58%	30
2023 Q3	$928K	Sell	18,474 -1,955	-10%	-$102K	0.67%	27
2023 Q2	$1.06M	Hold	20,429	–	–	0.74%	25
2023 Q1	$984K	Sell	20,429 -2,625	-11%	-$123K	0.82%	22
2022 Q4	$1.04M	Sell	23,054 -150	-0.6%	-$6.78K	0.92%	21
2022 Q3	$974K	Sell	23,204 -1,500	-6%	-$70K	0.97%	22
2022 Q2	$1.1M	Sell	24,704 -34	-0.1%	-$1.64K	1.06%	19
2022 Q1	$1.31M	Hold	24,738	–	–	1.11%	18
2021 Q4	$1.38M	Sell	24,738 -1,359	-5%	-$73.4K	1.15%	19
2021 Q3	$1.32M	Sell	26,097 -1,000	-4%	-$51.9K	1.26%	19
2021 Q2	$1.36M	Sell	27,097 -100	-0.4%	-$4.91K	1.21%	20
2021 Q1	$1.27M	Buy	27,197 +34	+0.1%	+$1.54K	1.15%	21
2020 Q4	$1.19M	Buy	+27,163	New	+$1.13M	1.28%	21

Other funds holding SPYM

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

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

Bluesphere Advisors's SPYM Position: Q3 2026 in Review

Bluesphere Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.66% in Q3 2026, selling an estimated $33.5K and leaving 56,401 shares worth $5.06M. The position accounts for 1.56% of the portfolio, ranked #10.

Bluesphere Advisors first reported a position in SPYM in Q4 2020 and has held it in 24 quarters since. 404 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Bluesphere Advisors held 56,401 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.06M as of Q3 2026.
Bluesphere Advisors sold 375 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $33.5K.
State Street SPDR Portfolio S&P 500 ETF made up 1.56% of Bluesphere Advisors's portfolio in Q3 2026, its #10 holding.
Bluesphere Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.