New Perspectives Inc
SPYM icon

New Perspectives Inc’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

New Perspectives Inc’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 		$67M Buy
746,537
+12,980
+2% +$1.16M 20.37% 2
2026
Q2 		$64.5M Buy
733,557
+2,949
+0.4% +$252K 19.78% 2
2026
Q1 		$55.9M Sell
730,608
-4,611
-0.6% -$369K 19.37% 2
2025
Q4 		$59M Buy
735,219
+4,532
+0.6% +$360K 20.45% 2
2025
Q3 		$57.2M Sell
730,687
-42,854
-6% -$3.23M 25.62% 1
2025
Q2 		$56.2M Sell
773,541
-33,911
-4% -$2.28M 27.81% 1
2025
Q1 		$53.1M Sell
807,452
-59,472
-7% -$4.11M 28.33% 1
2024
Q4 		$59.8M Sell
866,924
-16,572
-2% -$1.15M 32.03% 1
2024
Q3 		$59.6M Sell
883,496
-801
-0.1% -$52.1K 31.77% 1
2024
Q2 		$56.6M Buy
884,297
+839
+0.1% +$51.7K 30.21% 1
2024
Q1 		$54.4M Buy
+883,458
New +$51.7M 30.1% 1
2022
Q4 		$36.1M Buy
803,090
+38,657
+5% +$1.75M 27.7% 1
2022
Q3 		$32.1M Buy
764,433
+10,158
+1% +$474K 27.63% 1
2022
Q2 		$33.4M Buy
754,275
+15,670
+2% +$755K 27.24% 1
2022
Q1 		$39.2M Buy
738,605
+24,366
+3% +$1.28M 28.27% 1
2021
Q4 		$39.9M Sell
714,239
-58,702
-8% -$3.17M 28.21% 1
2021
Q3 		$39M Buy
772,941
+22,039
+3% +$1.14M 28.8% 1
2021
Q2 		$37.8M Buy
+750,902
New +$36.9M 29.35% 1

Other funds holding SPYM

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New Perspectives Inc's SPYM Position: Q3 2026 in Review

New Perspectives Inc increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.8% in Q3 2026, buying an estimated $1.16M and bringing the position to 746,537 shares worth $67M. The position accounts for 20.37% of the portfolio, ranked #2.

New Perspectives Inc first reported a position in SPYM in Q2 2021 and has held it in 18 quarters since. 662 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • New Perspectives Inc held 746,537 shares of State Street SPDR Portfolio S&P 500 ETF worth $67M as of Q3 2026.
  • New Perspectives Inc bought 12,980 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.16M.
  • State Street SPDR Portfolio S&P 500 ETF made up 20.37% of New Perspectives Inc's portfolio in Q3 2026, its #2 holding.
  • New Perspectives Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 18 quarters since.
  • 662 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.