Highline Wealth Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Highline Wealth Partners’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	$42.2K	Sell	470 -183	-28%	-$16.4K	0.01%	282
2026 Q2	$57.4K	Buy	653 +470	+257%	+$40.1K	0.01%	212
2026 Q1	$14K	Sell	183 -442	-71%	-$35.4K	﹤0.01%	374
2025 Q4	$50.1K	Sell	625 -8	-1%	-$636	0.01%	139
2025 Q3	$49.6K	Sell	633 -356	-36%	-$26.9K	0.01%	164
2025 Q2	$71.9K	Buy	989 +450	+83%	+$30.3K	0.02%	122
2025 Q1	$35.4K	Hold	539	–	–	0.01%	154
2024 Q4	$37.2K	Hold	539	–	–	0.01%	143
2024 Q3	$36.4K	Sell	539 -1,583	-75%	-$103K	0.01%	146
2024 Q2	$136K	Hold	2,122	–	–	0.05%	105
2024 Q1	$131K	Hold	2,122	–	–	0.05%	105
2023 Q4	$119K	Hold	2,122	–	–	0.06%	104
2023 Q3	$107K	Buy	+2,122	New	+$111K	0.07%	96

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

Highline Wealth Partners's SPYM Position: Q3 2026 in Review

Highline Wealth Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 28% in Q3 2026, selling an estimated $16.4K and leaving 470 shares worth $42.2K. The position accounts for 0.01% of the portfolio, ranked #282.

Highline Wealth Partners first reported a position in SPYM in Q3 2023 and has held it in 13 quarters since. The position peaked at $136K in Q2 2024. 714 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Highline Wealth Partners held 470 shares of State Street SPDR Portfolio S&P 500 ETF worth $42.2K as of Q3 2026.
Highline Wealth Partners sold 183 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $16.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #282 holding.
Highline Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 13 quarters since.
Highline Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $136K in Q2 2024.
714 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.