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

Founders Financial Securities’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	$4.71M	Buy	52,438 +30,952	+144%	+$2.77M	0.23%	82
2026 Q2	$1.89M	Sell	21,486 -314	-1%	-$26.8K	0.1%	198
2026 Q1	$1.74M	Buy	21,800 +2,112	+11%	+$169K	0.1%	197
2025 Q4	$1.58M	Buy	+19,688	New	+$1.57M	0.09%	205
2023 Q1	–	Sell	-8,243	Closed	-$371K	–	335
2022 Q4	$371K	Buy	+8,243	New	+$373K	0.06%	226

Other funds holding SPYM

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Founders Financial Securities's SPYM Position: Q3 2026 in Review

Founders Financial Securities increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 144% in Q3 2026, buying an estimated $2.77M and bringing the position to 52,438 shares worth $4.71M. The position accounts for 0.23% of the portfolio, ranked #82.

Founders Financial Securities first reported a position in SPYM in Q4 2022 and has held it in 5 quarters since. 1,303 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Founders Financial Securities held 52,438 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.71M as of Q3 2026.
Founders Financial Securities bought 30,952 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $2.77M.
State Street SPDR Portfolio S&P 500 ETF made up 0.23% of Founders Financial Securities's portfolio in Q3 2026, its #82 holding.
Founders Financial Securities first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 5 quarters since.
1,303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.