Defender Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Defender Capital’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	$646K	Hold	7,200	–	–	0.2%	25
2026 Q2	$633K	Buy	+7,200	New	+$614K	0.21%	24
2026 Q1	–	Sell	-9,200	Closed	-$738K	–	38
2025 Q4	$738K	Buy	+9,200	New	+$732K	0.24%	23
2025 Q3	–	Sell	-9,200	Closed	-$669K	–	31
2025 Q2	$669K	Sell	9,200 -3,200	-26%	-$215K	0.23%	23
2025 Q1	$820K	Hold	12,400	–	–	0.32%	21
2024 Q4	$855K	Hold	12,400	–	–	0.31%	20
2024 Q3	$837K	Buy	12,400 +1,600	+15%	+$104K	0.28%	21
2024 Q2	$691K	Buy	10,800 +5,300	+96%	+$326K	0.24%	20
2024 Q1	$338K	Hold	5,500	–	–	0.12%	26
2023 Q4	$307K	Sell	5,500 -5,500	-50%	-$288K	0.11%	29
2023 Q3	$553K	Buy	+11,000	New	+$575K	0.2%	21

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

Defender Capital's SPYM Position: Q3 2026 in Review

Defender Capital held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 7,200 shares worth $646K. The position accounts for 0.2% of the portfolio, ranked #25.

Defender Capital first reported a position in SPYM in Q3 2023 and has held it in 11 quarters since. The position peaked at $855K in Q4 2024. 404 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Defender Capital held 7,200 shares of State Street SPDR Portfolio S&P 500 ETF worth $646K as of Q3 2026.
Defender Capital left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.2% of Defender Capital's portfolio in Q3 2026, its #25 holding.
Defender Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Defender Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $855K in Q4 2024.
404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Defender Capital's 13F filing for Q3 2026, filed 1 Oct 2026.