GoalVest Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

GoalVest Advisory’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	$1.77M	Sell	19,690 -403	-2%	-$36K	0.31%	43
2026 Q2	$1.77M	Hold	20,093	–	–	0.33%	41
2026 Q1	$1.54M	Sell	20,093 -24	-0.1%	-$1.92K	0.3%	58
2025 Q4	$1.61M	Hold	20,117	–	–	0.31%	48
2025 Q3	$1.58M	Hold	20,117	–	–	0.33%	53
2025 Q2	$1.46M	Sell	20,117 -323	-2%	-$21.7K	0.36%	53
2025 Q1	$1.34M	Sell	20,440 -11	-0.1%	-$761	0.37%	57
2024 Q4	$1.41M	Buy	20,451 +285	+1%	+$19.8K	0.39%	45
2024 Q3	$1.36M	Sell	20,166 -961	-5%	-$62.5K	0.39%	47
2024 Q2	$1.35M	Sell	21,127 -191	-0.9%	-$11.8K	0.43%	38
2024 Q1	$1.31M	Sell	21,318 -122	-0.6%	-$7.14K	0.44%	38
2023 Q4	$1.2M	Buy	21,440 +282	+1%	+$14.8K	0.53%	26
2023 Q3	$1.06M	Buy	21,158 +131	+0.6%	+$6.85K	0.53%	28
2023 Q2	$1.1M	Buy	21,027 +17,891	+571%	+$883K	0.57%	22
2023 Q1	$151K	Buy	3,136 +504	+19%	+$23.6K	0.09%	75
2022 Q4	$118K	Buy	2,632 +1,457	+124%	+$65.8K	0.08%	85
2022 Q3	$49K	Sell	1,175 -221	-16%	-$10.3K	0.03%	113
2022 Q2	$63K	Buy	1,396 +1,285	+1,158%	+$61.9K	0.04%	155
2022 Q1	$6K	Buy	+111	New	+$5.81K	﹤0.01%	267
2021 Q1	–	Sell	-75	Closed	-$3K	–	229
2020 Q4	$3K	Buy	+75	New	+$3.13K	﹤0.01%	187

Other funds holding SPYM

FFP

Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

GoalVest Advisory's SPYM Position: Q3 2026 in Review

GoalVest Advisory reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2% in Q3 2026, selling an estimated $36K and leaving 19,690 shares worth $1.77M. The position accounts for 0.31% of the portfolio, ranked #43.

GoalVest Advisory first reported a position in SPYM in Q4 2020 and has held it in 20 quarters since. 18 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

GoalVest Advisory held 19,690 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.77M as of Q3 2026.
GoalVest Advisory sold 403 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $36K.
State Street SPDR Portfolio S&P 500 ETF made up 0.31% of GoalVest Advisory's portfolio in Q3 2026, its #43 holding.
GoalVest Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 20 quarters since.
18 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.