GK Wealth Management
SPYM icon

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

GK 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 		$1.3M Sell
14,495
-6,524
-31% -$583K 0.73% 25
2026
Q2 		$1.85M Buy
+21,019
New +$1.79M 0.97% 23
2026
Q1 		– Sell
-11,405
Closed -$915K – 179
2025
Q4 		$915K Buy
11,405
+64
+0.6% +$5.09K 0.61% 42
2025
Q3 		$888K Buy
11,341
+302
+3% +$22.8K 0.65% 39
2025
Q2 		$802K Buy
11,039
+1,426
+15% +$95.9K 0.72% 35
2025
Q1 		$632K Buy
9,613
+809
+9% +$56K 0.72% 36
2024
Q4 		$607K Buy
+8,804
New +$610K 0.77% 33

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

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

GK Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 31% in Q3 2026, selling an estimated $583K and leaving 14,495 shares worth $1.3M. The position accounts for 0.73% of the portfolio, ranked #25.

GK Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q2 2026. 1,256 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • GK Wealth Management held 14,495 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.3M as of Q3 2026.
  • GK Wealth Management sold 6,524 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $583K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.73% of GK Wealth Management's portfolio in Q3 2026, its #25 holding.
  • GK Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • GK Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.85M in Q2 2026.
  • 1,256 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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