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

Portside Wealth 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	$5.22M	Sell	58,122 -6,863	-11%	-$614K	0.58%	34
2026 Q2	$5.71M	Buy	64,985 +60,648	+1,398%	+$5.17M	0.67%	27
2026 Q1	$332K	Buy	+4,337	New	+$347K	0.05%	349

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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 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

Portside Wealth Group's SPYM Position: Q3 2026 in Review

Portside Wealth Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q3 2026, selling an estimated $614K and leaving 58,122 shares worth $5.22M. The position accounts for 0.58% of the portfolio, ranked #34.

Portside Wealth Group first reported a position in SPYM in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.71M in Q2 2026. 475 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Portside Wealth Group held 58,122 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.22M as of Q3 2026.
Portside Wealth Group sold 6,863 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $614K.
State Street SPDR Portfolio S&P 500 ETF made up 0.58% of Portside Wealth Group's portfolio in Q3 2026, its #34 holding.
Portside Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
Portside Wealth Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.71M in Q2 2026.
475 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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