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

Gibbs Wealth 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	$1.21M	Buy	13,511 +1,510	+13%	+$135K	0.13%	152
2026 Q2	$1.05M	Buy	+12,001	New	+$1.02M	0.13%	159

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

Gibbs Wealth Management's SPYM Position: Q3 2026 in Review

Gibbs Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q3 2026, buying an estimated $135K and bringing the position to 13,511 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #152.

Gibbs Wealth Management first reported a position in SPYM in Q2 2026 and has held it in 2 quarters since. 662 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Gibbs Wealth Management held 13,511 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.21M as of Q3 2026.
Gibbs Wealth Management bought 1,510 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $135K.
State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Gibbs Wealth Management's portfolio in Q3 2026, its #152 holding.
Gibbs Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
662 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Gibbs Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.