GRWP
SPYM

Green Ridge Wealth Planning’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Green Ridge Wealth Planning’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 		$250K Sell
2,780
-649
-19% -$58K 0.1% 77
2026
Q2 		$301K Sell
3,429
-634
-16% -$54.1K 0.13% 68
2026
Q1 		$311K Sell
4,063
-292
-7% -$23.4K 0.16% 57
2025
Q4 		$349K Buy
+4,355
New +$346K 0.18% 57

Other funds holding SPYM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

Green Ridge Wealth Planning's SPYM Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 19% in Q3 2026, selling an estimated $58K and leaving 2,780 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #77.

Green Ridge Wealth Planning first reported a position in SPYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $349K in Q4 2025. 66 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Green Ridge Wealth Planning held 2,780 shares of State Street SPDR Portfolio S&P 500 ETF worth $250K as of Q3 2026.
  • Green Ridge Wealth Planning sold 649 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $58K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #77 holding.
  • Green Ridge Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $349K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.