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

Cranbrook Wealth 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	$816K	Buy	9,095 +34	+0.4%	+$3.04K	0.15%	73
2026 Q2	$796K	Buy	9,061 +66	+0.7%	+$5.63K	0.15%	73
2026 Q1	$689K	Buy	8,995 +77	+0.9%	+$6.16K	0.14%	73
2025 Q4	$715K	Sell	8,918 -583	-6%	-$46.4K	0.14%	72
2025 Q3	$744K	Buy	9,501 +805	+9%	+$60.7K	0.15%	69
2025 Q2	$632K	Hold	8,696	–	–	0.13%	73
2025 Q1	$572K	Hold	8,696	–	–	0.13%	70
2024 Q4	$600K	Sell	8,696 -800	-8%	-$55.5K	0.14%	71
2024 Q3	$641K	Hold	9,496	–	–	0.15%	71
2024 Q2	$608K	Hold	9,496	–	–	0.15%	64
2024 Q1	$584K	Hold	9,496	–	–	0.15%	62
2023 Q4	$531K	Buy	+9,496	New	+$497K	0.14%	61

Other funds holding SPYM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

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

Cranbrook Wealth Management's SPYM Position: Q3 2026 in Review

Cranbrook Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.38% in Q3 2026, buying an estimated $3.04K and bringing the position to 9,095 shares worth $816K. The position accounts for 0.15% of the portfolio, ranked #73.

Cranbrook Wealth Management first reported a position in SPYM in Q4 2023 and has held it in 12 quarters since. 1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Cranbrook Wealth Management held 9,095 shares of State Street SPDR Portfolio S&P 500 ETF worth $816K as of Q3 2026.
Cranbrook Wealth Management bought 34 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $3.04K.
State Street SPDR Portfolio S&P 500 ETF made up 0.15% of Cranbrook Wealth Management's portfolio in Q3 2026, its #73 holding.
Cranbrook Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Cranbrook Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.