Financial Solutions Advisory Group
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Financial Solutions Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Financial Solutions Advisory Group’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 		$7.18M Sell
79,959
-1,843
-2% -$165K 0.91% 21
2026
Q2 		$7.24M Sell
81,802
-1,252
-2% -$107K 0.92% 21
2026
Q1 		$6.36M Buy
+83,054
New +$6.64M 0.88% 21

Other funds holding SPYM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Financial Solutions Advisory Group's SPYM Position: Q3 2026 in Review

Financial Solutions Advisory Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q3 2026, selling an estimated $165K and leaving 79,959 shares worth $7.18M. The position accounts for 0.91% of the portfolio, ranked #21.

Financial Solutions Advisory Group first reported a position in SPYM in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.24M in Q2 2026. 1,276 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Financial Solutions Advisory Group held 79,959 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.18M as of Q3 2026.
  • Financial Solutions Advisory Group sold 1,843 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $165K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.91% of Financial Solutions Advisory Group's portfolio in Q3 2026, its #21 holding.
  • Financial Solutions Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • Financial Solutions Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.24M in Q2 2026.
  • 1,276 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.