Global Financial Private Client’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Global Financial Private Client’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	$343K	Sell	3,817 -40	-1%	-$3.58K	0.09%	193
2026 Q2	$339K	Buy	3,857 +1,068	+38%	+$91.1K	0.09%	199
2026 Q1	$213K	Buy	+2,789	New	+$223K	0.07%	225
2021 Q2	–	Sell	-4,423	Closed	-$208K	–	610
2021 Q1	$208K	Sell	4,423 -2,944	-40%	-$134K	0.15%	111
2020 Q4	$324K	Sell	7,367 -2,003	-21%	-$83.5K	0.26%	79
2020 Q3	$371K	Sell	9,370 -5,136	-35%	-$200K	0.32%	67
2020 Q2	$529K	Buy	+14,506	New	+$499K	0.46%	54

Other funds holding SPYM

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Global Financial Private Client's SPYM Position: Q3 2026 in Review

Global Financial Private Client reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1% in Q3 2026, selling an estimated $3.58K and leaving 3,817 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #193.

Global Financial Private Client first reported a position in SPYM in Q2 2020 and has held it in 7 quarters since. The position peaked at $529K in Q2 2020. 826 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Global Financial Private Client held 3,817 shares of State Street SPDR Portfolio S&P 500 ETF worth $343K as of Q3 2026.
Global Financial Private Client sold 40 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $3.58K.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Global Financial Private Client's portfolio in Q3 2026, its #193 holding.
Global Financial Private Client first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 7 quarters since.
Global Financial Private Client's State Street SPDR Portfolio S&P 500 ETF position peaked at $529K in Q2 2020.
826 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.