Impact Partnership Wealth
SPYM icon

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

Impact Partnership Wealth’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 		$1.43M Sell
15,967
-3,411
-18% -$305K 0.13% 118
2026
Q2 		$1.7M Buy
19,378
+1,523
+9% +$130K 0.17% 87
2026
Q1 		$1.37M Buy
17,855
+6,738
+61% +$539K 0.17% 89
2025
Q4 		$892K Buy
11,117
+950
+9% +$75.6K 0.11% 124
2025
Q3 		$796K Buy
10,167
+3,128
+44% +$236K 0.12% 112
2025
Q2 		$512K Buy
7,039
+3,710
+111% +$249K 0.09% 137
2025
Q1 		$219K Sell
3,329
-1,463
-31% -$101K 0.05% 223
2024
Q4 		$330K Buy
4,792
+401
+9% +$27.8K 0.07% 188
2024
Q3 		$296K Sell
4,391
-161
-4% -$10.5K 0.07% 174
2024
Q2 		$291K Buy
4,552
+2,042
+81% +$126K 0.08% 166
2024
Q1 		$154K Sell
2,510
-1,200
-32% -$70.3K 0.06% 212
2023
Q4 		$207K Buy
3,710
+626
+20% +$32.8K 0.08% 178
2023
Q3 		$155K Buy
3,084
+1,885
+157% +$98.6K 0.05% 221
2023
Q2 		$62.5K Buy
+1,199
New +$59.2K 0.02% 239

Other funds holding SPYM

USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Impact Partnership Wealth's SPYM Position: Q3 2026 in Review

Impact Partnership Wealth reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q3 2026, selling an estimated $305K and leaving 15,967 shares worth $1.43M. The position accounts for 0.13% of the portfolio, ranked #118.

Impact Partnership Wealth first reported a position in SPYM in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.7M in Q2 2026. 1,303 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Impact Partnership Wealth held 15,967 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.43M as of Q3 2026.
  • Impact Partnership Wealth sold 3,411 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $305K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Impact Partnership Wealth's portfolio in Q3 2026, its #118 holding.
  • Impact Partnership Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
  • Impact Partnership Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.7M in Q2 2026.
  • 1,303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.