CX Institutional’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

CX Institutional’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	$84K	Sell	936 -576	-38%	-$51.5K	﹤0.01%	912
2026 Q2	$133K	Sell	1,512 -362	-19%	-$30.9K	﹤0.01%	813
2026 Q1	$143K	Sell	1,874 -954	-34%	-$76.3K	﹤0.01%	792
2025 Q4	$227K	Sell	2,828 -538	-16%	-$42.8K	0.01%	672
2025 Q3	$264K	Buy	3,366 +2,969	+748%	+$224K	0.01%	609
2025 Q2	$29K	Hold	397	–	–	﹤0.01%	927
2025 Q1	$26K	Buy	+397	New	+$27.5K	﹤0.01%	926
2024 Q1	–	Sell	-7,748	Closed	-$433K	–	566
2023 Q4	$433K	Buy	7,748 +1,273	+20%	+$66.7K	0.02%	345
2023 Q3	$325K	Sell	6,475 -2,571	-28%	-$134K	0.02%	385
2023 Q2	$471K	Sell	9,046 -12,406	-58%	-$612K	0.02%	351
2023 Q1	$1.03M	Sell	21,452 -57,698	-73%	-$2.71M	0.06%	272
2022 Q4	$3.56M	Sell	79,150 -118,974	-60%	-$5.38M	0.22%	134
2022 Q3	$8.32M	Sell	198,124 -188,136	-49%	-$8.79M	0.58%	42
2022 Q2	$17.1M	Buy	386,260 +271,313	+236%	+$13.1M	1.29%	11
2022 Q1	$6.11M	Buy	114,947 +4,059	+4%	+$213K	0.49%	50
2021 Q4	$6.19M	Sell	110,888 -106,630	-49%	-$5.76M	0.49%	56
2021 Q3	$11M	Buy	217,518 +4,108	+2%	+$213K	0.9%	23
2021 Q2	$10.7M	Sell	213,410 -31,656	-13%	-$1.55M	0.88%	28
2021 Q1	$11.4M	Buy	245,066 +127,594	+109%	+$5.79M	1.02%	18
2020 Q4	$5.16M	Sell	117,472 -98,483	-46%	-$4.11M	0.5%	54
2020 Q3	$8.5M	Sell	215,955 -679,365	-76%	-$26.5M	0.92%	21
2020 Q2	$32.5M	Sell	895,320 -413,131	-32%	-$14.2M	4.27%	3
2020 Q1	$39.6M	Buy	1,308,451 +1,305,344	+42,013%	+$46.8M	6.46%	1
2019 Q4	$118K	Sell	3,107 -188,144	-98%	-$6.8M	0.02%	221
2019 Q3	$6.67M	Buy	191,251 +136,764	+251%	+$4.75M	1.08%	27
2019 Q2	$1.88M	Buy	+54,487	New	+$1.85M	0.3%	85
2018 Q4	–	Sell	-3,788	Closed	-$129K	–	558
2018 Q3	$129K	Buy	+3,788	New	+$127K	0.04%	133

Other funds holding SPYM

1WM

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAW

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

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CX Institutional's SPYM Position: Q3 2026 in Review

CX Institutional reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 38% in Q3 2026, selling an estimated $51.5K and leaving 936 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

CX Institutional first reported a position in SPYM in Q3 2018 and has held it in 27 quarters since. The position peaked at $39.6M in Q1 2020. 278 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

CX Institutional held 936 shares of State Street SPDR Portfolio S&P 500 ETF worth $84K as of Q3 2026.
CX Institutional sold 576 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $51.5K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #912 holding.
CX Institutional first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and has held it in 27 quarters since.
CX Institutional's State Street SPDR Portfolio S&P 500 ETF position peaked at $39.6M in Q1 2020.
278 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.