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

Kaydan Wealth Management’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	$258K	Sell	2,876 -50	-2%	-$4.47K	0.09%	101
2026 Q2	$257K	Sell	2,926 -24	-0.8%	-$2.05K	0.08%	106
2026 Q1	$226K	Buy	2,950 +25	+0.9%	+$2K	0.08%	103
2025 Q4	$235K	Hold	2,925	–	–	0.07%	107
2025 Q3	$229K	Hold	2,925	–	–	0.07%	107
2025 Q2	$213K	Buy	+2,925	New	+$197K	0.07%	109

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

Kaydan Wealth Management's SPYM Position: Q3 2026 in Review

Kaydan Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.7% in Q3 2026, selling an estimated $4.47K and leaving 2,876 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #101.

Kaydan Wealth Management first reported a position in SPYM in Q2 2025 and has held it in 6 quarters since. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Kaydan Wealth Management held 2,876 shares of State Street SPDR Portfolio S&P 500 ETF worth $258K as of Q3 2026.
Kaydan Wealth Management sold 50 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $4.47K.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Kaydan Wealth Management's portfolio in Q3 2026, its #101 holding.
Kaydan Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.