Gilpin Wealth Management
SPYM icon

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

Gilpin 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 		– Sell
-50
Closed -$4.39K – 1473
2026
Q2 		$4.39K Hold
50
– – ﹤0.01% 382
2026
Q1 		$3.83K Hold
50
– – ﹤0.01% 377
2025
Q4 		$4.01K Buy
+50
New +$3.98K ﹤0.01% 354

Other funds holding SPYM

USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
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
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
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

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

Gilpin Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026, closing a stake of 50 shares — an estimated $4.39K sold.

Gilpin Wealth Management first reported a position in SPYM in Q4 2025 and held it in 3 quarters. The position peaked at $4.39K in Q2 2026. 1,303 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Gilpin Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
  • Gilpin Wealth Management sold 50 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $4.39K.
  • Gilpin Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and held it in 3 quarters.
  • Gilpin Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.39K in Q2 2026.
  • 1,303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.