Fiduciary Alliance’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Fiduciary Alliance’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	$43.7M	Buy	486,658 +22,066	+5%	+$1.97M	3.29%	2
2026 Q2	$40.8M	Buy	464,592 +29,906	+7%	+$2.55M	2.76%	2
2026 Q1	$35.8M	Buy	434,686 +391,036	+896%	+$31.3M	2.16%	6
2025 Q4	$3.5M	Buy	43,650 +32,596	+295%	+$2.59M	0.23%	105
2025 Q3	$866K	Buy	11,054 +1,975	+22%	+$149K	0.06%	257
2025 Q2	$660K	Buy	+9,079	New	+$611K	0.05%	281
2024 Q1	–	Sell	-5,280	Closed	-$295K	–	206
2023 Q4	$295K	Sell	5,280 -546	-9%	-$28.6K	0.06%	146
2023 Q3	$293K	Buy	5,826 +589	+11%	+$30.8K	0.07%	138
2023 Q2	$273K	Buy	+5,237	New	+$258K	0.06%	134
2023 Q1	–	Sell	-1,099	Closed	-$49.4K	–	765
2022 Q4	$49.4K	Buy	+1,099	New	+$49.7K	0.01%	226

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

Fiduciary Alliance's SPYM Position: Q3 2026 in Review

Fiduciary Alliance increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.7% in Q3 2026, buying an estimated $1.97M and bringing the position to 486,658 shares worth $43.7M. The position accounts for 3.29% of the portfolio, ranked #2.

Fiduciary Alliance first reported a position in SPYM in Q4 2022 and has held it in 10 quarters since. 511 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Fiduciary Alliance held 486,658 shares of State Street SPDR Portfolio S&P 500 ETF worth $43.7M as of Q3 2026.
Fiduciary Alliance bought 22,066 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.97M.
State Street SPDR Portfolio S&P 500 ETF made up 3.29% of Fiduciary Alliance's portfolio in Q3 2026, its #2 holding.
Fiduciary Alliance first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
511 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.