Galvin Gaustad & Stein’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Galvin Gaustad & Stein’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	$15.1M	Buy	168,178 +99,340	+144%	+$8.88M	1.14%	31
2026 Q2	$6.05M	Buy	68,838 +58,987	+599%	+$5.03M	0.45%	59
2026 Q1	$754K	Sell	9,851 -37,403	-79%	-$2.99M	0.06%	142
2025 Q4	$3.79M	Buy	47,254 +43,154	+1,053%	+$3.43M	0.3%	73
2025 Q3	$321K	Buy	+4,100	New	+$309K	0.03%	165

Other funds holding SPYM

1WM

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

PWA

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

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Galvin Gaustad & Stein's SPYM Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 144% in Q3 2026, buying an estimated $8.88M and bringing the position to 168,178 shares worth $15.1M. The position accounts for 1.14% of the portfolio, ranked #31.

Galvin Gaustad & Stein first reported a position in SPYM in Q3 2025 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Galvin Gaustad & Stein held 168,178 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.1M as of Q3 2026.
Galvin Gaustad & Stein bought 99,340 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $8.88M.
State Street SPDR Portfolio S&P 500 ETF made up 1.14% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #31 holding.
Galvin Gaustad & Stein first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
140 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.