Cassilly Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cassilly Financial Group’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	$7.29M	Buy	81,251 +3,331	+4%	+$298K	4.9%	5
2026 Q2	$6.85M	Buy	77,920 +29,549	+61%	+$2.52M	4.97%	5
2026 Q1	$3.7M	Buy	48,371 +207	+0.4%	+$16.6K	3.21%	6
2025 Q4	$3.86M	Buy	+48,164	New	+$3.83M	3.42%	6

Other funds holding SPYM

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

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

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Cassilly Financial Group's SPYM Position: Q3 2026 in Review

Cassilly Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.3% in Q3 2026, buying an estimated $298K and bringing the position to 81,251 shares worth $7.29M. The position accounts for 4.9% of the portfolio, ranked #5.

Cassilly Financial Group first reported a position in SPYM in Q4 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Cassilly Financial Group held 81,251 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.29M as of Q3 2026.
Cassilly Financial Group bought 3,331 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $298K.
State Street SPDR Portfolio S&P 500 ETF made up 4.9% of Cassilly Financial Group's portfolio in Q3 2026, its #5 holding.
Cassilly Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
84 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.