Leverty Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Leverty Financial Group’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	$484K	Buy	5,391 +125	+2%	+$11.2K	0.09%	29
2026 Q2	$463K	Sell	5,266 -444	-8%	-$37.9K	0.09%	27
2026 Q1	$437K	Sell	5,710 -657	-10%	-$52.6K	0.1%	26
2025 Q4	$511K	Sell	6,367 -3,102	-33%	-$247K	0.12%	23
2025 Q3	$742K	Sell	9,469 -1,517	-14%	-$114K	0.19%	19
2025 Q2	$799K	Sell	10,986 -59,714	-84%	-$4.02M	0.24%	18
2025 Q1	$4.65M	Buy	70,700 +57,578	+439%	+$3.98M	1.9%	7
2024 Q4	$905K	Sell	13,122 -249	-2%	-$17.3K	0.46%	15
2024 Q3	$903K	Buy	13,371 +2,842	+27%	+$185K	0.49%	14
2024 Q2	$674K	Buy	10,529 +884	+9%	+$54.4K	0.4%	13
2024 Q1	$593K	Buy	9,645 +742	+8%	+$43.5K	0.35%	14
2023 Q4	$498K	Buy	+8,903	New	+$466K	0.32%	15

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

Leverty Financial Group's SPYM Position: Q3 2026 in Review

Leverty Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.4% in Q3 2026, buying an estimated $11.2K and bringing the position to 5,391 shares worth $484K. The position accounts for 0.09% of the portfolio, ranked #29.

Leverty Financial Group first reported a position in SPYM in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.65M in Q1 2025. 571 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Leverty Financial Group held 5,391 shares of State Street SPDR Portfolio S&P 500 ETF worth $484K as of Q3 2026.
Leverty Financial Group bought 125 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $11.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Leverty Financial Group's portfolio in Q3 2026, its #29 holding.
Leverty Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
Leverty Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.65M in Q1 2025.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.