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

Delta Wealth Advisors’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	$1.1M	Buy	12,291 +489	+4%	+$43.7K	0.76%	24
2026 Q2	$1.04M	Buy	11,802 +601	+5%	+$51.3K	0.74%	26
2026 Q1	$857K	Sell	11,201 -23,497	-68%	-$1.88M	0.65%	26
2025 Q4	$2.78M	Sell	34,698 -93,314	-73%	-$7.42M	2.33%	18
2025 Q3	$10M	Buy	128,012 +4,711	+4%	+$355K	7.85%	4
2025 Q2	$8.96M	Sell	123,301 -7,545	-6%	-$507K	7.51%	4
2025 Q1	$8.6M	Buy	130,846 +4,823	+4%	+$334K	7.81%	4
2024 Q4	$8.69M	Buy	+126,023	New	+$8.74M	8.19%	4

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

Delta Wealth Advisors's SPYM Position: Q3 2026 in Review

Delta Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.1% in Q3 2026, buying an estimated $43.7K and bringing the position to 12,291 shares worth $1.1M. The position accounts for 0.76% of the portfolio, ranked #24.

Delta Wealth Advisors first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $10M in Q3 2025. 301 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Delta Wealth Advisors held 12,291 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.1M as of Q3 2026.
Delta Wealth Advisors bought 489 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $43.7K.
State Street SPDR Portfolio S&P 500 ETF made up 0.76% of Delta Wealth Advisors's portfolio in Q3 2026, its #24 holding.
Delta Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Delta Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $10M in Q3 2025.
301 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Delta Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.