Firethorn Wealth Partners
SPYM icon

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

Firethorn Wealth Partners’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 		$9.7M Buy
107,813
+3,938
+4% +$352K 3.09% 6
2026
Q2 		$9.13M Buy
103,875
+3,399
+3% +$290K 2.94% 6
2026
Q1 		$7.69M Buy
100,476
+13,920
+16% +$1.11M 2.82% 6
2025
Q4 		$6.94M Sell
86,556
-5,159
-6% -$410K 2.6% 9
2025
Q3 		$7.18M Sell
91,715
-4,728
-5% -$357K 2.83% 8
2025
Q2 		$7.01M Sell
96,443
-38,547
-29% -$2.59M 3.04% 7
2025
Q1 		$8.88M Sell
134,990
-6,929
-5% -$479K 4.24% 4
2024
Q4 		$9.8M Sell
141,919
-9,173
-6% -$636K 4.86% 3
2024
Q3 		$10.2M Sell
151,092
-12,409
-8% -$807K 5.18% 3
2024
Q2 		$10.5M Sell
163,501
-44,643
-21% -$2.75M 5.91% 3
2024
Q1 		$12.8M Sell
208,144
-11,859
-5% -$695K 7.54% 3
2023
Q4 		$12.3M Buy
220,003
+16,948
+8% +$888K 8.06% 3
2023
Q3 		$10.2M Buy
203,055
+38,759
+24% +$2.03M 7.82% 3
2023
Q2 		$8.56M Sell
164,296
-3,038
-2% -$150K 6.39% 3
2023
Q1 		$8.18M Buy
167,334
+2,073
+1% +$97.3K 6.39% 3
2022
Q4 		$7.43M Buy
165,261
+69
+0% +$3.12K 6.28% 4
2022
Q3 		$6.94M Sell
165,192
-669
-0.4% -$31.2K 6.45% 3
2022
Q2 		$8.01M Buy
165,861
+7,062
+4% +$340K 6.5% 3
2022
Q1 		$8.44M Buy
158,799
+45,861
+41% +$2.4M 6.39% 3
2021
Q4 		$6.3M Buy
+112,938
New +$6.1M 4.72% 4
2021
Q2 		$4.88M Buy
96,959
+7,734
+9% +$380K 4.08% 6
2021
Q1 		$4.16M Buy
89,225
+7,454
+9% +$338K 3.87% 6
2020
Q4 		$3.6M Buy
+81,771
New +$3.41M 3.89% 4

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

Firethorn Wealth Partners's SPYM Position: Q3 2026 in Review

Firethorn Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.8% in Q3 2026, buying an estimated $352K and bringing the position to 107,813 shares worth $9.7M. The position accounts for 3.09% of the portfolio, ranked #6.

Firethorn Wealth Partners first reported a position in SPYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.8M in Q1 2024. 1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Firethorn Wealth Partners held 107,813 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.7M as of Q3 2026.
  • Firethorn Wealth Partners bought 3,938 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $352K.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.09% of Firethorn Wealth Partners's portfolio in Q3 2026, its #6 holding.
  • Firethorn Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Firethorn Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $12.8M in Q1 2024.
  • 1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.