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

Emerald 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 		$775K Sell
8,639
-2,348
-21% -$210K 0.1% 70
2026
Q2 		$966K Sell
10,987
-1,242
-10% -$106K 0.12% 58
2026
Q1 		$936K Sell
12,229
-339
-3% -$27.1K 0.12% 54
2025
Q4 		$1.01M Buy
12,568
+835
+7% +$66.4K 0.14% 50
2025
Q3 		$919K Buy
11,733
+387
+3% +$29.2K 0.12% 49
2025
Q2 		$825K Sell
11,346
-678
-6% -$45.6K 0.11% 52
2025
Q1 		$791K Sell
12,024
-215
-2% -$14.9K 0.11% 48
2024
Q4 		$844K Buy
12,239
+326
+3% +$22.6K 0.12% 42
2024
Q3 		$819K Buy
11,913
+686
+6% +$44.6K 0.12% 42
2024
Q2 		$719K Buy
11,227
+1,015
+10% +$62.5K 0.11% 47
2024
Q1 		$628K Buy
10,212
+2,062
+25% +$121K 0.11% 50
2023
Q4 		$456K Buy
8,150
+77
+1% +$4.03K 0.09% 58
2023
Q3 		$406K Buy
8,073
+222
+3% +$11.6K 0.09% 55
2023
Q2 		$409K Buy
7,851
+664
+9% +$32.8K 0.1% 58
2023
Q1 		$346K Buy
+7,187
New +$337K 0.09% 56

Other funds holding SPYM

1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
GI
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
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
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Emerald Advisors's SPYM Position: Q3 2026 in Review

Emerald Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 21% in Q3 2026, selling an estimated $210K and leaving 8,639 shares worth $775K. The position accounts for 0.1% of the portfolio, ranked #70.

Emerald Advisors first reported a position in SPYM in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.01M in Q4 2025. 232 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Emerald Advisors held 8,639 shares of State Street SPDR Portfolio S&P 500 ETF worth $775K as of Q3 2026.
  • Emerald Advisors sold 2,348 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $210K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Emerald Advisors's portfolio in Q3 2026, its #70 holding.
  • Emerald Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 15 quarters since.
  • Emerald Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.01M in Q4 2025.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.