NVWM LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

NVWM LLC’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	$8.31M	Buy	92,553 +13,189	+17%	+$1.18M	1.56%	14
2026 Q2	$6.97M	Buy	79,364 +17,364	+28%	+$1.48M	1.41%	16
2026 Q1	$4.75M	Buy	62,000 +40,937	+194%	+$3.27M	1.06%	21
2025 Q4	$1.69M	Buy	+21,063	New	+$1.68M	0.37%	77
2025 Q1	–	Sell	-107	Closed	-$7.38K	–	691
2024 Q4	$7.38K	Buy	+107	New	+$7.42K	﹤0.01%	302

Other funds holding SPYM

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

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

NVWM LLC's SPYM Position: Q3 2026 in Review

NVWM LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q3 2026, buying an estimated $1.18M and bringing the position to 92,553 shares worth $8.31M. The position accounts for 1.56% of the portfolio, ranked #14.

NVWM LLC first reported a position in SPYM in Q4 2024 and has held it in 5 quarters since. 409 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

NVWM LLC held 92,553 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.31M as of Q3 2026.
NVWM LLC bought 13,189 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.18M.
State Street SPDR Portfolio S&P 500 ETF made up 1.56% of NVWM LLC's portfolio in Q3 2026, its #14 holding.
NVWM LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.