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

Latitude 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	$5.48M	Buy	61,063 +404	+0.7%	+$36.1K	1.7%	7
2026 Q2	$5.33M	Buy	60,659 +8,072	+15%	+$689K	2.13%	4
2026 Q1	$4.02M	Buy	52,587 +1,790	+4%	+$143K	1.84%	6
2025 Q4	$4.07M	Buy	50,797 +2,269	+5%	+$180K	1.79%	8
2025 Q3	$3.8M	Sell	48,528 -2,154	-4%	-$162K	1.73%	8
2025 Q2	$3.68M	Sell	50,682 -3,491	-6%	-$235K	1.85%	8
2025 Q1	$3.56M	Sell	54,173 -5,462	-9%	-$378K	2.07%	6
2024 Q4	$4.11M	Buy	59,635 +16,957	+40%	+$1.18M	2.32%	6
2024 Q3	$2.88M	Buy	42,678 +12,204	+40%	+$794K	1.63%	10
2024 Q2	$1.95M	Buy	30,474 +7,801	+34%	+$480K	1.19%	17
2024 Q1	$1.4M	Buy	22,673 +11,622	+105%	+$681K	0.87%	24
2023 Q4	$618K	Buy	11,051 +1,050	+10%	+$55K	0.43%	54
2023 Q3	$503K	Buy	10,001 +3,257	+48%	+$170K	0.36%	66
2023 Q2	$351K	Buy	6,744 +2,216	+49%	+$109K	0.24%	99
2023 Q1	$218K	Buy	+4,528	New	+$212K	0.16%	151

Other funds holding SPYM

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

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Latitude Advisors's SPYM Position: Q3 2026 in Review

Latitude Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.67% in Q3 2026, buying an estimated $36.1K and bringing the position to 61,063 shares worth $5.48M. The position accounts for 1.7% of the portfolio, ranked #7.

Latitude Advisors first reported a position in SPYM in Q1 2023 and has held it in 15 quarters since. 845 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Latitude Advisors held 61,063 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.48M as of Q3 2026.
Latitude Advisors bought 404 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $36.1K.
State Street SPDR Portfolio S&P 500 ETF made up 1.7% of Latitude Advisors's portfolio in Q3 2026, its #7 holding.
Latitude Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 15 quarters since.
845 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.