Focus Financial Network
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Focus Financial Network’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Focus Financial Network’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 		$24.8M Sell
275,757
-2,848
-1% -$255K 0.75% 26
2026
Q2 		$24.5M Buy
278,605
+65,521
+31% +$5.59M 0.76% 24
2026
Q1 		$16.3M Sell
213,084
-35,470
-14% -$2.84M 0.58% 35
2025
Q4 		$19.9M Buy
248,554
+21,858
+10% +$1.74M 0.69% 28
2025
Q3 		$17.8M Sell
226,696
-5,278
-2% -$398K 0.63% 28
2025
Q2 		$16.9M Sell
231,974
-104,955
-31% -$7.06M 0.67% 28
2025
Q1 		$22.2M Sell
336,929
-10,779
-3% -$746K 0.91% 21
2024
Q4 		$24M Buy
347,708
+21,364
+7% +$1.48M 0.95% 20
2024
Q3 		$22M Sell
326,344
-41,894
-11% -$2.72M 0.9% 21
2024
Q2 		$24.1M Sell
368,238
-46,182
-11% -$2.84M 1.03% 19
2024
Q1 		$24.4M Sell
414,420
-276,184
-40% -$16.2M 1.19% 14
2023
Q4 		$38.6M Buy
690,604
+177,977
+35% +$9.32M 1.45% 11
2023
Q3 		$25.8M Buy
512,627
+66,014
+15% +$3.45M 1.45% 13
2023
Q2 		$23.3M Buy
446,613
+9,777
+2% +$483K 1.29% 13
2023
Q1 		$21M Buy
436,836
+8,597
+2% +$403K 1.31% 13
2022
Q4 		$19.3M Sell
428,239
-17,852
-4% -$807K 1.57% 12
2022
Q3 		$18.7M Buy
446,091
+28,006
+7% +$1.31M 1.62% 12
2022
Q2 		$18.5M Buy
418,085
+39,351
+10% +$1.9M 1.53% 12
2022
Q1 		$20.1M Buy
+378,734
New +$19.8M 1.4% 13
2021
Q1 		– Sell
-281,752
Closed -$12.4M – 526
2020
Q4 		$12.4M Buy
281,752
+81,630
+41% +$3.4M 1.1% 17
2020
Q3 		$7.87M Buy
200,122
+63,680
+47% +$2.48M 0.73% 30
2020
Q2 		$4.95M Buy
+136,442
New +$4.69M 0.55% 43

Other funds holding SPYM

1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Focus Financial Network's SPYM Position: Q3 2026 in Review

Focus Financial Network reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1% in Q3 2026, selling an estimated $255K and leaving 275,757 shares worth $24.8M. The position accounts for 0.75% of the portfolio, ranked #26.

Focus Financial Network first reported a position in SPYM in Q2 2020 and has held it in 22 quarters since. The position peaked at $38.6M in Q4 2023. 278 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Focus Financial Network held 275,757 shares of State Street SPDR Portfolio S&P 500 ETF worth $24.8M as of Q3 2026.
  • Focus Financial Network sold 2,848 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $255K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.75% of Focus Financial Network's portfolio in Q3 2026, its #26 holding.
  • Focus Financial Network first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 22 quarters since.
  • Focus Financial Network's State Street SPDR Portfolio S&P 500 ETF position peaked at $38.6M in Q4 2023.
  • 278 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.