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

Independent Wealth Network’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	$17.3M	Sell	192,783 -3,525	-2%	-$315K	4.36%	2
2026 Q2	$17.3M	Sell	196,308 -3,044	-2%	-$260K	4.39%	2
2026 Q1	$15.3M	Buy	199,352 +47,214	+31%	+$3.78M	4.53%	2
2025 Q4	$12.2M	Buy	152,138 +2,846	+2%	+$226K	3.73%	3
2025 Q3	$11.7M	Buy	149,292 +4,420	+3%	+$333K	3.76%	3
2025 Q2	$10.5M	Buy	144,872 +996	+0.7%	+$67K	3.83%	2
2025 Q1	$9.46M	Buy	143,876 +2,060	+1%	+$142K	3.77%	1
2024 Q4	$9.8M	Buy	141,816 +23,006	+19%	+$1.59M	3.97%	2
2024 Q3	$8.02M	Sell	118,810 -5,022	-4%	-$327K	3.55%	4
2024 Q2	$7.93M	Sell	123,832 -4,231	-3%	-$260K	3.69%	3
2024 Q1	$7.88M	Sell	128,063 -1,233	-1%	-$72.2K	3.69%	3
2023 Q4	$7.23M	Buy	129,296 +24,857	+24%	+$1.3M	3.8%	3
2023 Q3	$5.25M	Sell	104,439 -635	-0.6%	-$33.2K	3.23%	5
2023 Q2	$5.48M	Buy	105,074 +10,515	+11%	+$519K	3.29%	4
2023 Q1	$4.55M	Buy	94,559 +2,110	+2%	+$99K	2.91%	5
2022 Q4	$4.16M	Buy	92,449 +875	+1%	+$39.5K	2.84%	6
2022 Q3	$3.84M	Buy	91,574 +3,979	+5%	+$186K	3%	5
2022 Q2	$3.88M	Buy	87,595 +3,921	+5%	+$189K	2.8%	5
2022 Q1	$4.45M	Buy	83,674 +2,953	+4%	+$155K	2.82%	6
2021 Q4	$4.51M	Buy	80,721 +1,974	+3%	+$107K	2.77%	5
2021 Q3	$4.3M	Buy	+78,747	New	+$4.08M	2.81%	5

Other funds holding SPYM

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Independent Wealth Network's SPYM Position: Q3 2026 in Review

Independent Wealth Network reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.8% in Q3 2026, selling an estimated $315K and leaving 192,783 shares worth $17.3M. The position accounts for 4.36% of the portfolio, ranked #2.

Independent Wealth Network first reported a position in SPYM in Q3 2021 and has held it in 21 quarters since. 1,303 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Independent Wealth Network held 192,783 shares of State Street SPDR Portfolio S&P 500 ETF worth $17.3M as of Q3 2026.
Independent Wealth Network sold 3,525 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $315K.
State Street SPDR Portfolio S&P 500 ETF made up 4.36% of Independent Wealth Network's portfolio in Q3 2026, its #2 holding.
Independent Wealth Network first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 21 quarters since.
1,303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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