FFA
SPYM

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

Farther Finance 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 		$81M Buy
902,351
+295,088
+49% +$26.4M 0.57% 25
2026
Q2 		$53.4M Buy
607,263
+92,278
+18% +$7.87M 0.42% 39
2026
Q1 		$39.7M Sell
514,985
-155,096
-23% -$12.4M 0.38% 50
2025
Q4 		$53.8M Buy
670,081
+128,777
+24% +$10.2M 0.58% 29
2025
Q3 		$42.4M Buy
541,304
+173,328
+47% +$13.1M 0.64% 25
2025
Q2 		$26.7M Buy
367,976
+298,692
+431% +$20.1M 0.53% 27
2025
Q1 		$4.57M Buy
69,284
+18,290
+36% +$1.26M 0.12% 166
2024
Q4 		$3.52M Sell
50,994
-7,649
-13% -$530K 0.13% 145
2024
Q3 		$3.96M Buy
58,643
+19,755
+51% +$1.28M 0.15% 122
2024
Q2 		$2.49M Sell
38,888
-3,003
-7% -$185K 0.12% 133
2024
Q1 		$2.57M Buy
41,891
+3,379
+9% +$198K 0.16% 112
2023
Q4 		$2.15M Buy
38,512
+9,330
+32% +$489K 0.15% 125
2023
Q3 		$1.47M Buy
29,182
+2,195
+8% +$115K 0.23% 83
2023
Q2 		$1.41M Buy
26,987
+7,723
+40% +$381K 0.31% 64
2023
Q1 		$928K Buy
19,264
+4,530
+31% +$213K 0.27% 71
2022
Q4 		$663K Buy
+14,734
New +$666K 0.26% 79

Other funds holding SPYM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Farther Finance Advisors's SPYM Position: Q3 2026 in Review

Farther Finance Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 49% in Q3 2026, buying an estimated $26.4M and bringing the position to 902,351 shares worth $81M. The position accounts for 0.57% of the portfolio, ranked #25.

Farther Finance Advisors first reported a position in SPYM in Q4 2022 and has held it in 16 quarters since. 95 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Farther Finance Advisors held 902,351 shares of State Street SPDR Portfolio S&P 500 ETF worth $81M as of Q3 2026.
  • Farther Finance Advisors bought 295,088 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $26.4M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.57% of Farther Finance Advisors's portfolio in Q3 2026, its #25 holding.
  • Farther Finance Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 95 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.