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

Fourpath Capital 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	$338K	Buy	3,766 +402	+12%	+$35.9K	0.04%	174
2026 Q2	$296K	Sell	3,364 -1,709	-34%	-$146K	0.04%	193
2026 Q1	$388K	Sell	5,073 -1,395	-22%	-$112K	0.06%	170
2025 Q4	$519K	Buy	6,468 +1,335	+26%	+$106K	0.07%	151
2025 Q3	$402K	Sell	5,133 -564	-10%	-$42.5K	0.06%	163
2025 Q2	$414K	Sell	5,697 -2,482	-30%	-$167K	0.07%	158
2025 Q1	$538K	Sell	8,179 -251	-3%	-$17.4K	0.09%	130
2024 Q4	$581K	Sell	8,430 -538	-6%	-$37.3K	0.11%	126
2024 Q3	$605K	Sell	8,968 -191	-2%	-$12.4K	0.11%	124
2024 Q2	$586K	Sell	9,159 -339	-4%	-$20.9K	0.43%	55
2024 Q1	$584K	Sell	9,498 -169	-2%	-$9.9K	0.41%	57
2023 Q4	$540K	Sell	9,667 -1,932	-17%	-$101K	0.37%	59
2023 Q3	$583K	Buy	+11,599	New	+$607K	0.44%	54
2023 Q2	–	Sell	-15,727	Closed	-$757K	–	125
2023 Q1	$757K	Sell	15,727 -242	-2%	-$11.4K	0.53%	45
2022 Q4	$718K	Sell	15,969 -7,087	-31%	-$320K	0.52%	49
2022 Q3	$968K	Sell	23,056 -449	-2%	-$21K	0.66%	37
2022 Q2	$1.04M	Sell	23,505 -10,836	-32%	-$522K	0.65%	36
2022 Q1	$1.82M	Sell	34,341 -3,511	-9%	-$184K	0.73%	29
2021 Q4	$2.11M	Buy	+37,852	New	+$2.04M	0.81%	23

Other funds holding SPYM

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Fourpath Capital Management's SPYM Position: Q3 2026 in Review

Fourpath Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q3 2026, buying an estimated $35.9K and bringing the position to 3,766 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #174.

Fourpath Capital Management first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.11M in Q4 2021. 439 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Fourpath Capital Management held 3,766 shares of State Street SPDR Portfolio S&P 500 ETF worth $338K as of Q3 2026.
Fourpath Capital Management bought 402 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $35.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Fourpath Capital Management's portfolio in Q3 2026, its #174 holding.
Fourpath Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Fourpath Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.11M in Q4 2021.
439 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.