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

Great Waters 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	$235K	Buy	2,618 +1	+0%	+$89	0.02%	117
2026 Q2	$230K	Sell	2,617 -54	-2%	-$4.61K	0.02%	114
2026 Q1	$204K	Buy	+2,671	New	+$214K	0.02%	117

Other funds holding SPYM

1WM

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PCA

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

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Great Waters Wealth Management's SPYM Position: Q3 2026 in Review

Great Waters Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.04% in Q3 2026, buying an estimated $89 and bringing the position to 2,618 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #117.

Great Waters Wealth Management first reported a position in SPYM in Q1 2026 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Great Waters Wealth Management held 2,618 shares of State Street SPDR Portfolio S&P 500 ETF worth $235K as of Q3 2026.
Great Waters Wealth Management bought 1 State Street SPDR Portfolio S&P 500 ETF share in Q3 2026, an estimated $89.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Great Waters Wealth Management's portfolio in Q3 2026, its #117 holding.
Great Waters Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
250 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.