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

North Ridge Wealth 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 Q1	$91.2K	Buy	1,192 +217	+22%	+$17.4K	0.05%	65
2025 Q4	$78.2K	Buy	975 +55	+6%	+$4.37K	0.04%	70
2025 Q3	$72.1K	Buy	920 +50	+6%	+$3.77K	0.04%	74
2025 Q2	$63.3K	Buy	+870	New	+$58.5K	0.04%	71

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

North Ridge Wealth Advisors's SPYM Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 22% in Q1 2026, buying an estimated $17.4K and bringing the position to 1,192 shares worth $91.2K. The position accounts for 0.05% of the portfolio, ranked #65.

North Ridge Wealth Advisors first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

North Ridge Wealth Advisors held 1,192 shares of State Street SPDR Portfolio S&P 500 ETF worth $91.2K as of Q1 2026.
North Ridge Wealth Advisors bought 217 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $17.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #65 holding.
North Ridge Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.