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

G&S Capital’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	$1.23M	Buy	13,658 +165	+1%	+$14.8K	0.36%	77
2026 Q2	$1.19M	Buy	13,493 +1,388	+11%	+$118K	0.34%	82
2026 Q1	$926K	Buy	12,105 +583	+5%	+$46.6K	0.33%	84
2025 Q4	$924K	Buy	11,522 +724	+7%	+$57.6K	0.33%	80
2025 Q3	$846K	Buy	+10,798	New	+$815K	0.31%	81
2025 Q1	–	Sell	-9,695	Closed	-$668K	–	132
2024 Q4	$668K	Buy	+9,695	New	+$672K	0.28%	89

Other funds holding SPYM

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

G&S Capital's SPYM Position: Q3 2026 in Review

G&S Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.2% in Q3 2026, buying an estimated $14.8K and bringing the position to 13,658 shares worth $1.23M. The position accounts for 0.36% of the portfolio, ranked #77.

G&S Capital first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. 611 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

G&S Capital held 13,658 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.23M as of Q3 2026.
G&S Capital bought 165 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $14.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.36% of G&S Capital's portfolio in Q3 2026, its #77 holding.
G&S Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
611 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on G&S Capital's 13F filing for Q3 2026, filed 23 Oct 2026.