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

Midwest Financial Network’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	$3.34M	Buy	37,218 +4,494	+14%	+$402K	2.28%	11
2026 Q2	$2.88M	Buy	32,724 +21,301	+186%	+$1.82M	1.96%	16
2026 Q1	$874K	Buy	11,423 +5,233	+85%	+$419K	0.69%	44
2025 Q4	$497K	Buy	6,190 +785	+15%	+$62.4K	0.38%	55
2025 Q3	$423K	Buy	5,405 +307	+6%	+$23.2K	0.34%	50
2025 Q2	$371K	Buy	5,098 +431	+9%	+$29K	0.37%	45
2025 Q1	$307K	Buy	4,667 +376	+9%	+$26K	0.31%	51
2024 Q4	$296K	Buy	+4,291	New	+$297K	0.31%	50

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

Midwest Financial Network's SPYM Position: Q3 2026 in Review

Midwest Financial Network increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q3 2026, buying an estimated $402K and bringing the position to 37,218 shares worth $3.34M. The position accounts for 2.28% of the portfolio, ranked #11.

Midwest Financial Network first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Midwest Financial Network held 37,218 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.34M as of Q3 2026.
Midwest Financial Network bought 4,494 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $402K.
State Street SPDR Portfolio S&P 500 ETF made up 2.28% of Midwest Financial Network's portfolio in Q3 2026, its #11 holding.
Midwest Financial Network first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.