Gen-Wealth Partners
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Gen-Wealth Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Gen-Wealth Partners’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 		$33.9M Buy
377,626
+17,687
+5% +$1.58M 9.52% 1
2026
Q2 		$31.6M Buy
359,939
+126,422
+54% +$10.8M 8.79% 1
2026
Q1 		$17.9M Buy
233,517
+14,649
+7% +$1.17M 5.63% 1
2025
Q4 		$17.6M Buy
218,868
+10,077
+5% +$801K 5.63% 1
2025
Q3 		$16.4M Buy
208,791
+24,921
+14% +$1.88M 5.53% 1
2025
Q2 		$13.4M Sell
183,870
-76,067
-29% -$5.12M 5.16% 1
2025
Q1 		$17.1M Buy
259,937
+9,208
+4% +$637K 7.14% 1
2024
Q4 		$17.3M Sell
250,729
-5,597
-2% -$388K 7.43% 1
2024
Q3 		$17.5M Buy
256,326
+2,167
+0.9% +$141K 7.64% 1
2024
Q2 		$16.3M Sell
254,159
-19,032
-7% -$1.17M 7.86% 1
2024
Q1 		$16.8M Buy
+273,191
New +$16M 8.33% 1

Other funds holding SPYM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Gen-Wealth Partners's SPYM Position: Q3 2026 in Review

Gen-Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.9% in Q3 2026, buying an estimated $1.58M and bringing the position to 377,626 shares worth $33.9M. The position accounts for 9.52% of the portfolio, ranked #1.

Gen-Wealth Partners first reported a position in SPYM in Q1 2024 and has held it in 11 quarters since. 1,228 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Gen-Wealth Partners held 377,626 shares of State Street SPDR Portfolio S&P 500 ETF worth $33.9M as of Q3 2026.
  • Gen-Wealth Partners bought 17,687 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.58M.
  • State Street SPDR Portfolio S&P 500 ETF made up 9.52% of Gen-Wealth Partners's portfolio in Q3 2026, its #1 holding.
  • Gen-Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.