October Effect’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

October Effect’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	$2.48M	Sell	27,669 -422	-2%	-$37.7K	2.53%	14
2026 Q2	$2.47M	Sell	28,091 -1,172	-4%	-$100K	2.32%	15
2026 Q1	$2.24M	Buy	29,263 +1,042	+4%	+$83.3K	2.58%	12
2025 Q4	$2.26M	Sell	28,221 -1,190	-4%	-$94.6K	2.49%	12
2025 Q3	$2.3M	Buy	29,411 +1,395	+5%	+$105K	2.54%	10
2025 Q2	$2.04M	Buy	+28,016	New	+$1.88M	2.46%	13

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

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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

October Effect's SPYM Position: Q3 2026 in Review

October Effect reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q3 2026, selling an estimated $37.7K and leaving 27,669 shares worth $2.48M. The position accounts for 2.53% of the portfolio, ranked #14.

October Effect first reported a position in SPYM in Q2 2025 and has held it in 6 quarters since. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

October Effect held 27,669 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.48M as of Q3 2026.
October Effect sold 422 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $37.7K.
State Street SPDR Portfolio S&P 500 ETF made up 2.53% of October Effect's portfolio in Q3 2026, its #14 holding.
October Effect first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on October Effect's 13F filing for Q3 2026, filed 20 Oct 2026.