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

Buska 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	$513K	Buy	5,711 +773	+16%	+$69.1K	0.18%	45
2026 Q2	$434K	Sell	4,938 -106	-2%	-$9.04K	0.16%	46
2026 Q1	$386K	Buy	5,044 +20	+0.4%	+$1.6K	0.16%	50
2025 Q4	$403K	Buy	5,024 +983	+24%	+$78.2K	0.15%	44
2025 Q3	$317K	Buy	4,041 +615	+18%	+$46.4K	0.1%	54
2025 Q2	$249K	Buy	+3,426	New	+$230K	0.07%	59

Other funds holding SPYM

1WM

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

PWA

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

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

Buska Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q3 2026, buying an estimated $69.1K and bringing the position to 5,711 shares worth $513K. The position accounts for 0.18% of the portfolio, ranked #45.

Buska Wealth Management first reported a position in SPYM in Q2 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Buska Wealth Management held 5,711 shares of State Street SPDR Portfolio S&P 500 ETF worth $513K as of Q3 2026.
Buska Wealth Management bought 773 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $69.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Buska Wealth Management's portfolio in Q3 2026, its #45 holding.
Buska Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
127 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.