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

Fermata 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	$3.49M	Buy	38,908 +16,956	+77%	+$1.52M	0.68%	42
2026 Q2	$1.93M	Sell	21,952 -1,651	-7%	-$141K	0.39%	73
2026 Q1	$1.81M	Buy	23,603 +780	+3%	+$62.4K	0.41%	68
2025 Q4	$1.83M	Sell	22,823 -868	-4%	-$69K	0.44%	69
2025 Q3	$1.86M	Sell	23,691 -1,964	-8%	-$148K	0.47%	67
2025 Q2	$1.86M	Sell	25,655 -6,978	-21%	-$469K	0.5%	64
2025 Q1	$2.15M	Buy	32,633 +8	+0%	+$553	0.39%	65
2024 Q4	$2.25M	Buy	32,625 +360	+1%	+$25K	0.42%	55
2024 Q3	$2.18M	Buy	32,265 +1,166	+4%	+$75.8K	0.44%	49
2024 Q2	$1.99M	Buy	31,099 +818	+3%	+$50.4K	0.46%	53
2024 Q1	$1.86M	Buy	30,281 +7,367	+32%	+$431K	0.42%	56
2023 Q4	$1.28M	Buy	+22,914	New	+$1.2M	0.31%	66

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Fermata Advisors's SPYM Position: Q3 2026 in Review

Fermata Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 77% in Q3 2026, buying an estimated $1.52M and bringing the position to 38,908 shares worth $3.49M. The position accounts for 0.68% of the portfolio, ranked #42.

Fermata Advisors first reported a position in SPYM in Q4 2023 and has held it in 12 quarters since. 521 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Fermata Advisors held 38,908 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.49M as of Q3 2026.
Fermata Advisors bought 16,956 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.52M.
State Street SPDR Portfolio S&P 500 ETF made up 0.68% of Fermata Advisors's portfolio in Q3 2026, its #42 holding.
Fermata Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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