Helium Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Helium Advisors’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	$464K	Buy	5,172 +14	+0.3%	+$1.25K	0.4%	56
2026 Q2	$453K	Buy	5,158 +1,150	+29%	+$98.1K	0.38%	61
2026 Q1	$307K	Buy	+4,008	New	+$321K	0.29%	72

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

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

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Helium Advisors's SPYM Position: Q3 2026 in Review

Helium Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.27% in Q3 2026, buying an estimated $1.25K and bringing the position to 5,172 shares worth $464K. The position accounts for 0.4% of the portfolio, ranked #56.

Helium Advisors first reported a position in SPYM in Q1 2026 and has held it in 3 quarters since. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Helium Advisors held 5,172 shares of State Street SPDR Portfolio S&P 500 ETF worth $464K as of Q3 2026.
Helium Advisors bought 14 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.25K.
State Street SPDR Portfolio S&P 500 ETF made up 0.4% of Helium Advisors's portfolio in Q3 2026, its #56 holding.
Helium Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.