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

Clark Asset 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	$317K	Sell	3,531 -144	-4%	-$12.9K	0.02%	201
2026 Q2	$323K	Buy	3,675 +674	+22%	+$57.5K	0.03%	198
2026 Q1	$230K	Buy	+3,001	New	+$240K	0.02%	231
2025 Q4	–	Sell	-3,316	Closed	-$260K	–	247
2025 Q3	$260K	Hold	3,316	–	–	0.03%	178
2025 Q2	$241K	Hold	3,316	–	–	0.03%	168
2025 Q1	$218K	Buy	+3,316	New	+$229K	0.04%	144
2024 Q3	–	Sell	-7,342	Closed	-$470K	–	128
2024 Q2	$470K	Buy	+7,342	New	+$452K	0.13%	60

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Clark Asset Management's SPYM Position: Q3 2026 in Review

Clark Asset Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.9% in Q3 2026, selling an estimated $12.9K and leaving 3,531 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #201.

Clark Asset Management first reported a position in SPYM in Q2 2024 and has held it in 7 quarters since. The position peaked at $470K in Q2 2024. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Clark Asset Management held 3,531 shares of State Street SPDR Portfolio S&P 500 ETF worth $317K as of Q3 2026.
Clark Asset Management sold 144 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $12.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Clark Asset Management's portfolio in Q3 2026, its #201 holding.
Clark Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 7 quarters since.
Clark Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $470K in Q2 2024.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.