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

Maia 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	$33.6M	Buy	374,475 +62,366	+20%	+$5.58M	4.63%	2
2026 Q2	$27.4M	Sell	312,109 -14,025	-4%	-$1.2M	4.04%	2
2026 Q1	$25M	Buy	326,134 +2,834	+0.9%	+$227K	4.22%	2
2025 Q4	$25.9M	Sell	323,300 -39,871	-11%	-$3.17M	4.42%	1
2025 Q3	$29.1M	Sell	363,171 -10,718	-3%	-$808K	4.9%	1
2025 Q2	$27.2M	Sell	373,889 -142,118	-28%	-$9.6M	5.18%	1
2025 Q1	$32.7M	Sell	516,007 -36,026	-7%	-$2.49M	7.42%	1
2024 Q4	$38.9M	Buy	552,033 +1,330	+0.2%	+$92.2K	8.38%	1
2024 Q3	$37.5M	Sell	550,703 -21,922	-4%	-$1.43M	9.27%	1
2024 Q2	$37.8M	Buy	+572,625	New	+$35.3M	11.38%	1
2023 Q4	$36.4M	Buy	+651,315	New	+$34.1M	14.7%	1

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 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

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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Maia Wealth's SPYM Position: Q3 2026 in Review

Maia Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 20% in Q3 2026, buying an estimated $5.58M and bringing the position to 374,475 shares worth $33.6M. The position accounts for 4.63% of the portfolio, ranked #2.

Maia Wealth first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.9M in Q4 2024. 404 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Maia Wealth held 374,475 shares of State Street SPDR Portfolio S&P 500 ETF worth $33.6M as of Q3 2026.
Maia Wealth bought 62,366 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $5.58M.
State Street SPDR Portfolio S&P 500 ETF made up 4.63% of Maia Wealth's portfolio in Q3 2026, its #2 holding.
Maia Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $38.9M in Q4 2024.
404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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