Norden Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Norden Group’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	$3.02M	Sell	33,681 -295	-0.9%	-$26.4K	0.23%	79
2026 Q2	$2.99M	Buy	33,976 +9,131	+37%	+$779K	0.24%	79
2026 Q1	$1.9M	Buy	24,845 +1,016	+4%	+$81.3K	0.18%	109
2025 Q4	$1.91M	Buy	23,829 +3,314	+16%	+$264K	0.19%	108
2025 Q3	$1.61M	Buy	20,515 +86	+0.4%	+$6.49K	0.16%	128
2025 Q2	$1.49M	Buy	20,429 +1,297	+7%	+$87.2K	0.16%	135
2025 Q1	$1.26M	Sell	19,132 -2,268	-11%	-$157K	0.14%	137
2024 Q4	$1.48M	Sell	21,400 -2,305	-10%	-$160K	0.17%	125
2024 Q3	$1.6M	Sell	23,705 -30	-0.1%	-$1.95K	0.19%	115
2024 Q2	$1.52M	Sell	23,735 -382	-2%	-$23.5K	0.31%	71
2024 Q1	$1.48M	Buy	+24,117	New	+$1.41M	0.3%	77

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

Norden Group's SPYM Position: Q3 2026 in Review

Norden Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.87% in Q3 2026, selling an estimated $26.4K and leaving 33,681 shares worth $3.02M. The position accounts for 0.23% of the portfolio, ranked #79.

Norden Group first reported a position in SPYM in Q1 2024 and has held it in 11 quarters since. 709 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Norden Group held 33,681 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.02M as of Q3 2026.
Norden Group sold 295 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $26.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.23% of Norden Group's portfolio in Q3 2026, its #79 holding.
Norden Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Norden Group's 13F filing for Q3 2026, filed 20 Oct 2026.