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

Market Street Wealth Management 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	$46.2M	Sell	515,117 -9,990	-2%	-$893K	6.58%	1
2026 Q2	$46.1M	Buy	525,107 +8,389	+2%	+$716K	6.56%	4
2026 Q1	$39.5M	Buy	516,718 +3,326	+0.6%	+$266K	6.24%	4
2025 Q4	$41.2M	Sell	513,392 -10,277	-2%	-$817K	6.4%	4
2025 Q3	$41M	Sell	523,669 -16,344	-3%	-$1.23M	6.52%	4
2025 Q2	$39.3M	Buy	540,013 +3,752	+0.7%	+$252K	6.4%	4
2025 Q1	$35.3M	Sell	536,261 -4,014	-0.7%	-$278K	5.99%	5
2024 Q4	$37.2M	Sell	540,275 -7,622	-1%	-$528K	6.25%	6
2024 Q3	$37M	Buy	547,897 +2,819	+0.5%	+$183K	6.08%	6
2024 Q2	$34.9M	Buy	545,078 +2,941	+0.5%	+$181K	5.98%	6
2024 Q1	$33.4M	Sell	542,137 -51,167	-9%	-$3M	5.86%	6
2023 Q4	$33.2M	Buy	593,304 +484,474	+445%	+$25.4M	6.94%	4
2023 Q3	$5.47M	Sell	108,830 -7,314	-6%	-$383K	1.4%	20
2023 Q2	$6.05M	Buy	116,144 +33	+0%	+$1.63K	1.54%	17
2023 Q1	$5.59M	Buy	116,111 +22,900	+25%	+$1.07M	1.47%	17
2022 Q4	$4.19M	Buy	93,211 +15,422	+20%	+$697K	1.21%	21
2022 Q3	$3.27M	Buy	+77,789	New	+$3.63M	1.04%	22

Other funds holding SPYM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Market Street Wealth Management Advisors's SPYM Position: Q3 2026 in Review

Market Street Wealth Management Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.9% in Q3 2026, selling an estimated $893K and leaving 515,117 shares worth $46.2M. The position accounts for 6.58% of the portfolio, ranked #1.

Market Street Wealth Management Advisors first reported a position in SPYM in Q3 2022 and has held it in 17 quarters since. 83 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Market Street Wealth Management Advisors held 515,117 shares of State Street SPDR Portfolio S&P 500 ETF worth $46.2M as of Q3 2026.
Market Street Wealth Management Advisors sold 9,990 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $893K.
State Street SPDR Portfolio S&P 500 ETF made up 6.58% of Market Street Wealth Management Advisors's portfolio in Q3 2026, its #1 holding.
Market Street Wealth Management Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 17 quarters since.
83 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.