Finer Wealth Management
SPYM icon

Finer Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Finer Wealth 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
Q3 		$223K Hold
2,486
– – 0.09% 88
2026
Q2 		$218K Buy
+2,486
New +$212K 0.1% 87

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Prosperity Capital Advisors
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AssetMark Inc
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Klaas Financial Asset Advisors
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Peterson Wealth Advisors
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AlphaStar Capital Management
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Wealth Enhancement Advisory Services
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Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Finer Wealth Management's SPYM Position: Q3 2026 in Review

Finer Wealth Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 2,486 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #88.

Finer Wealth Management first reported a position in SPYM in Q2 2026 and has held it in 2 quarters since. 571 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Finer Wealth Management held 2,486 shares of State Street SPDR Portfolio S&P 500 ETF worth $223K as of Q3 2026.
  • Finer Wealth Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Finer Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Finer Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.