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

Frazier Financial Advisors’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	$43.2K	Buy	481 +18	+4%	+$1.61K	0.02%	217
2026 Q2	$40.7K	Hold	463	–	–	0.02%	211
2026 Q1	$35.4K	Hold	463	–	–	0.02%	233
2025 Q4	$37.1K	Hold	463	–	–	0.02%	193
2025 Q3	$36.3K	Hold	463	–	–	0.02%	194
2025 Q2	$33.7K	Hold	463	–	–	0.02%	194
2025 Q1	$30.4K	Hold	463	–	–	0.02%	195
2024 Q4	$32K	Sell	463 -42	-8%	-$2.91K	0.03%	184
2024 Q3	$34.1K	Sell	505 -12	-2%	-$780	0.03%	188
2024 Q2	$33.1K	Buy	517 +505	+4,208%	+$31.1K	0.03%	210
2024 Q1	$746	Buy	+12	New	+$703	﹤0.01%	821

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Frazier Financial Advisors's SPYM Position: Q3 2026 in Review

Frazier Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.9% in Q3 2026, buying an estimated $1.61K and bringing the position to 481 shares worth $43.2K. The position accounts for 0.02% of the portfolio, ranked #217.

Frazier Financial Advisors first reported a position in SPYM in Q1 2024 and has held it in 11 quarters since. 1,567 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Frazier Financial Advisors held 481 shares of State Street SPDR Portfolio S&P 500 ETF worth $43.2K as of Q3 2026.
Frazier Financial Advisors bought 18 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.61K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Frazier Financial Advisors's portfolio in Q3 2026, its #217 holding.
Frazier Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
1,567 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Frazier Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.