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

Moulton Wealth Management’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	$16M	Sell	177,700 -30,215	-15%	-$2.7M	10.82%	1
2026 Q2	$18.3M	Buy	207,915 +116,449	+127%	+$9.93M	12.03%	1
2026 Q1	$7.04M	Buy	+91,466	New	+$7.32M	4.8%	5
2025 Q4	–	Sell	-165,096	Closed	-$12.9M	–	52
2025 Q3	$12.9M	Sell	165,096 -20,947	-11%	-$1.58M	9.41%	1
2025 Q2	$13.7M	Buy	+186,043	New	+$12.5M	10.35%	1

Other funds holding SPYM

1WM

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

PCA

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

PWA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAW

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

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Moulton Wealth Management's SPYM Position: Q3 2026 in Review

Moulton Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 15% in Q3 2026, selling an estimated $2.7M and leaving 177,700 shares worth $16M. The position accounts for 10.82% of the portfolio, ranked #1.

Moulton Wealth Management first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.3M in Q2 2026. 278 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Moulton Wealth Management held 177,700 shares of State Street SPDR Portfolio S&P 500 ETF worth $16M as of Q3 2026.
Moulton Wealth Management sold 30,215 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $2.7M.
State Street SPDR Portfolio S&P 500 ETF made up 10.82% of Moulton Wealth Management's portfolio in Q3 2026, its #1 holding.
Moulton Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Moulton Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $18.3M in Q2 2026.
278 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Moulton Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.