FGAM
SPYM

Financial Gravity Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Financial Gravity Asset 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
Q1 		$186K Buy
2,430
+4
+0.2% +$320 0.03% 166
2025
Q4 		$195K Sell
2,426
-310
-11% -$24.7K 0.04% 128
2025
Q3 		$214K Buy
+2,736
New +$206K 0.04% 147
2025
Q1 		$238K Buy
+3,619
New +$250K 0.05% 139
2024
Q2 		$272K Buy
+4,252
New +$262K 0.07% 102
2020
Q2 		– Sell
-500
Closed -$16 – 781
2020
Q1 		$16 Buy
500
+140
+39% +$5.02K ﹤0.01% 1020
2019
Q4 		$14K Sell
360
-70
-16% -$2.53K 0.01% 1122
2019
Q3 		$15K Buy
+430
New +$14.9K 0.01% 523

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UIM
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Marshall Wace
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Creative Planning
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Envestnet Asset Management
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