CFG
SPYM

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

GI
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
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 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. 66 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.
  • 66 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.