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

Empirical 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	$441K	Buy	4,909 +100	+2%	+$8.94K	0.01%	822
2026 Q2	$423K	Sell	4,809 -538	-10%	-$45.9K	0.01%	748
2026 Q1	$409K	Buy	5,347 +1,493	+39%	+$119K	0.01%	658
2025 Q4	$309K	Sell	3,854 -90	-2%	-$7.16K	0.01%	691
2025 Q3	$309K	Buy	3,944 +860	+28%	+$64.9K	0.01%	600
2025 Q2	$224K	Sell	3,084 -806	-21%	-$54.2K	0.01%	607
2025 Q1	$256K	Sell	3,890 -2,027	-34%	-$140K	0.01%	551
2024 Q4	$408K	Buy	5,917 +320	+6%	+$22.2K	0.01%	434
2024 Q3	$378K	Buy	+5,597	New	+$364K	0.01%	426

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

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

Empirical Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.1% in Q3 2026, buying an estimated $8.94K and bringing the position to 4,909 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #822.

Empirical Wealth Management first reported a position in SPYM in Q3 2024 and has held it in 9 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Empirical Wealth Management held 4,909 shares of State Street SPDR Portfolio S&P 500 ETF worth $441K as of Q3 2026.
Empirical Wealth Management bought 100 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $8.94K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #822 holding.
Empirical Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.