Client 1st Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Client 1st Advisory 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	$54.4M	Buy	605,934 +6,661	+1%	+$595K	13.91%	1
2026 Q2	$52.7M	Buy	599,273 +8,905	+2%	+$760K	13.73%	1
2026 Q1	$45.2M	Buy	590,368 +58,180	+11%	+$4.65M	13.73%	2
2025 Q4	$42.7M	Buy	532,188 +6,253	+1%	+$497K	13.35%	2
2025 Q3	$41.2M	Buy	525,935 +25,118	+5%	+$1.89M	13.64%	2
2025 Q2	$36.4M	Buy	500,817 +14,018	+3%	+$943K	13.2%	2
2025 Q1	$32M	Buy	486,799 +11,753	+2%	+$813K	12.46%	2
2024 Q4	$32.7M	Sell	475,046 -405	-0.1%	-$28.1K	12.6%	2
2024 Q3	$32.1M	Buy	475,451 +8,208	+2%	+$534K	12.75%	2
2024 Q2	$29.9M	Buy	467,243 +19,149	+4%	+$1.18M	12.88%	2
2024 Q1	$27.6M	Sell	448,094 -14,312	-3%	-$838K	12.38%	2
2023 Q4	$25.8M	Sell	462,406 -92,848	-17%	-$4.86M	12.55%	2
2023 Q3	$27.9M	Sell	555,254 -65,402	-11%	-$3.42M	14.76%	1
2023 Q2	$32.3M	Sell	620,656 -81,389	-12%	-$4.02M	17.04%	1
2023 Q1	$33.8M	Buy	702,045 +56,869	+9%	+$2.67M	18.33%	1
2022 Q4	$29M	Buy	645,176 +68,031	+12%	+$3.07M	16.96%	1
2022 Q3	$24.2M	Buy	577,145 +26,323	+5%	+$1.23M	15.07%	1
2022 Q2	$24.4M	Buy	550,822 +74,940	+16%	+$3.61M	14.53%	1
2022 Q1	$25.3M	Buy	475,882 +62,791	+15%	+$3.29M	12.35%	2
2021 Q4	$23.1M	Buy	413,091 +19,434	+5%	+$1.05M	11.26%	2
2021 Q3	$19.9M	Buy	393,657 +16,272	+4%	+$844K	10.14%	3
2021 Q2	$19M	Sell	377,385 -143	-0%	-$7.02K	9.85%	3
2021 Q1	$17.6M	Buy	377,528 +37,529	+11%	+$1.7M	10.08%	3
2020 Q4	$15M	Buy	339,999 +30,801	+10%	+$1.28M	9.75%	3
2020 Q3	$13M	Buy	309,198 +25,886	+9%	+$1.01M	9.08%	3
2020 Q2	$10.8M	Sell	283,312 -5,029	-2%	-$173K	8.91%	3
2020 Q1	$8.72M	Buy	288,341 +23,004	+9%	+$825K	9.2%	3
2019 Q4	$10M	Buy	+265,337	New	+$9.6M	9.89%	3

Other funds holding SPYM

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Client 1st Advisory Group's SPYM Position: Q3 2026 in Review

Client 1st Advisory Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.1% in Q3 2026, buying an estimated $595K and bringing the position to 605,934 shares worth $54.4M. The position accounts for 13.91% of the portfolio, ranked #1.

Client 1st Advisory Group first reported a position in SPYM in Q4 2019 and has held it in 28 quarters since. 404 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Client 1st Advisory Group held 605,934 shares of State Street SPDR Portfolio S&P 500 ETF worth $54.4M as of Q3 2026.
Client 1st Advisory Group bought 6,661 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $595K.
State Street SPDR Portfolio S&P 500 ETF made up 13.91% of Client 1st Advisory Group's portfolio in Q3 2026, its #1 holding.
Client 1st Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.