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

ORBA 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 Q3	$240K	Buy	2,675 +180	+7%	+$16.1K	0.21%	75
2026 Q2	$219K	Buy	+2,495	New	+$213K	0.19%	82
2025 Q2	–	Sell	-8,235	Closed	-$542K	–	102
2025 Q1	$542K	Sell	8,235 -25	-0.3%	-$1.73K	0.27%	63
2024 Q4	$569K	Buy	8,260 +135	+2%	+$9.36K	0.3%	57
2024 Q3	$549K	Sell	8,125 -23	-0.3%	-$1.5K	0.28%	60
2024 Q2	$521K	Sell	8,148 -27	-0.3%	-$1.66K	0.27%	61
2024 Q1	$503K	Hold	8,175	–	–	0.28%	56
2023 Q4	$457K	Buy	+8,175	New	+$428K	0.27%	54

Other funds holding SPYM

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

ORBA Wealth Advisors's SPYM Position: Q3 2026 in Review

ORBA Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.2% in Q3 2026, buying an estimated $16.1K and bringing the position to 2,675 shares worth $240K. The position accounts for 0.21% of the portfolio, ranked #75.

ORBA Wealth Advisors first reported a position in SPYM in Q4 2023 and has held it in 8 quarters since. The position peaked at $569K in Q4 2024. 770 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

ORBA Wealth Advisors held 2,675 shares of State Street SPDR Portfolio S&P 500 ETF worth $240K as of Q3 2026.
ORBA Wealth Advisors bought 180 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $16.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.21% of ORBA Wealth Advisors's portfolio in Q3 2026, its #75 holding.
ORBA Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
ORBA Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $569K in Q4 2024.
770 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.