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

Defined 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	$846K	Sell	9,423 -1,101	-10%	-$98.4K	0.43%	59
2026 Q2	$925K	Buy	10,524 +679	+7%	+$57.9K	0.48%	53
2026 Q1	$754K	Buy	9,845 +932	+10%	+$74.5K	0.44%	56
2025 Q4	$715K	Buy	8,913 +985	+12%	+$78.3K	0.41%	57
2025 Q3	$621K	Buy	7,928 +358	+5%	+$27K	0.36%	62
2025 Q2	$550K	Buy	7,570 +1,170	+18%	+$78.7K	0.34%	62
2025 Q1	$421K	Buy	6,400 +766	+14%	+$53K	0.28%	82
2024 Q4	$388K	Sell	5,634 -86	-2%	-$5.96K	0.26%	84
2024 Q3	$386K	Buy	5,720 +222	+4%	+$14.4K	0.25%	86
2024 Q2	$352K	Buy	5,498 +179	+3%	+$11K	0.24%	89
2024 Q1	$327K	Buy	+5,319	New	+$312K	0.24%	91

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

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

Defined Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10% in Q3 2026, selling an estimated $98.4K and leaving 9,423 shares worth $846K. The position accounts for 0.43% of the portfolio, ranked #59.

Defined Wealth Management first reported a position in SPYM in Q1 2024 and has held it in 11 quarters since. The position peaked at $925K in Q2 2026. 451 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Defined Wealth Management held 9,423 shares of State Street SPDR Portfolio S&P 500 ETF worth $846K as of Q3 2026.
Defined Wealth Management sold 1,101 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $98.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.43% of Defined Wealth Management's portfolio in Q3 2026, its #59 holding.
Defined Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
Defined Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $925K in Q2 2026.
451 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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