Castleview Partners
SPYM icon

Castleview Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Castleview Partners’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 		$673K Buy
7,500
+787
+12% +$70.4K 0.3% 80
2026
Q2 		$590K Buy
6,713
+1,595
+31% +$136K 0.26% 90
2026
Q1 		$392K Buy
5,118
+1,946
+61% +$156K 0.2% 115
2025
Q4 		$254K Buy
+3,172
New +$252K 0.13% 162
2025
Q1 		– Sell
-1,344
Closed -$92.4K – 504
2024
Q4 		$92.4K Sell
1,344
-330
-20% -$22.9K 0.05% 264
2024
Q3 		$113K Sell
1,674
-884
-35% -$57.5K 0.07% 219
2024
Q2 		$164K Sell
2,558
-20
-0.8% -$1.23K 0.09% 189
2024
Q1 		$159K Buy
2,578
+314
+14% +$18.4K 0.09% 200
2023
Q4 		$127K Buy
2,264
+492
+28% +$25.8K 0.09% 182
2023
Q3 		$89.1K Buy
1,772
+23
+1% +$1.2K 0.08% 191
2023
Q2 		$91.1K Sell
1,749
-9
-0.5% -$444 0.08% 195
2023
Q1 		$84.7K Buy
1,758
+64
+4% +$3K 0.08% 197
2022
Q4 		$76.2K Buy
1,694
+70
+4% +$3.16K 0.07% 185
2022
Q3 		$68K Buy
1,624
+1,513
+1,363% +$70.7K 0.07% 206
2022
Q2 		$8.24K Sell
111
-1,708
-94% -$82.3K 0.01% 479
2022
Q1 		$96K Buy
+1,819
New +$95.2K 0.06% 242
2021
Q2 		$131K Buy
+2,606
New +$128K 0.06% 253

Other funds holding SPYM

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Castleview Partners's SPYM Position: Q3 2026 in Review

Castleview Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q3 2026, buying an estimated $70.4K and bringing the position to 7,500 shares worth $673K. The position accounts for 0.3% of the portfolio, ranked #80.

Castleview Partners first reported a position in SPYM in Q2 2021 and has held it in 17 quarters since. 473 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Castleview Partners held 7,500 shares of State Street SPDR Portfolio S&P 500 ETF worth $673K as of Q3 2026.
  • Castleview Partners bought 787 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $70.4K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.3% of Castleview Partners's portfolio in Q3 2026, its #80 holding.
  • Castleview Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 17 quarters since.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.