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

Brown Wealth 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	$297K	Buy	3,312 +222	+7%	+$19.8K	0.07%	109
2026 Q2	$272K	Buy	3,090 +155	+5%	+$13.2K	0.06%	116
2026 Q1	$225K	Buy	2,935 +167	+6%	+$13.4K	0.06%	112
2025 Q4	$222K	Buy	+2,768	New	+$220K	0.06%	105
2023 Q3	–	Sell	-6,876	Closed	-$358K	–	100
2023 Q2	$358K	Buy	+6,876	New	+$339K	0.19%	65

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

Brown Wealth Management's SPYM Position: Q3 2026 in Review

Brown Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.2% in Q3 2026, buying an estimated $19.8K and bringing the position to 3,312 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #109.

Brown Wealth Management first reported a position in SPYM in Q2 2023 and has held it in 5 quarters since. The position peaked at $358K in Q2 2023. 470 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Brown Wealth Management held 3,312 shares of State Street SPDR Portfolio S&P 500 ETF worth $297K as of Q3 2026.
Brown Wealth Management bought 222 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $19.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Brown Wealth Management's portfolio in Q3 2026, its #109 holding.
Brown Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 5 quarters since.
Brown Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $358K in Q2 2023.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.