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

Private 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	$73.4M	Buy	817,556 +27,383	+3%	+$2.45M	27.94%	1
2026 Q2	$69.4M	Buy	790,173 +27,538	+4%	+$2.35M	26.82%	1
2026 Q1	$58.4M	Buy	762,635 +19,612	+3%	+$1.57M	27.22%	1
2025 Q4	$59.6M	Buy	743,023 +12,676	+2%	+$1.01M	28.59%	1
2025 Q3	$57.2M	Buy	730,347 +15,576	+2%	+$1.17M	28.47%	1
2025 Q2	$52M	Buy	714,771 +36,988	+5%	+$2.49M	27.63%	1
2025 Q1	$44.6M	Sell	677,783 -55,035	-8%	-$3.81M	26.2%	1
2024 Q4	$50.5M	Buy	732,818 +12,895	+2%	+$894K	24.7%	1
2024 Q3	$48.6M	Sell	719,923 -31,549	-4%	-$2.05M	24.3%	1
2024 Q2	$48.1M	Sell	751,472 -25,278	-3%	-$1.56M	25.26%	1
2024 Q1	$47.8M	Buy	776,750 +15,474	+2%	+$906K	24.77%	1
2023 Q4	$42.6M	Buy	761,276 +206,477	+37%	+$10.8M	24.15%	1
2023 Q3	$27.9M	Buy	554,799 +285,260	+106%	+$14.9M	18.27%	1
2023 Q2	$14M	Buy	269,539 +98,443	+58%	+$4.86M	14.46%	1
2023 Q1	$8.24M	Sell	171,096 -72,031	-30%	-$3.38M	11.34%	1
2022 Q4	$10.9M	Buy	243,127 +47,344	+24%	+$2.14M	15.52%	1
2022 Q3	$8.22M	Sell	195,783 -136,352	-41%	-$6.37M	12.85%	2
2022 Q2	$14.7M	Sell	332,135 -434,129	-57%	-$20.9M	18.23%	1
2022 Q1	$40.7M	Sell	766,264 -173,445	-18%	-$9.08M	29.96%	1
2021 Q4	$52.5M	Sell	939,709 -61,516	-6%	-$3.32M	35.55%	1
2021 Q3	$50.5M	Sell	1,001,225 -6,392	-0.6%	-$332K	33.36%	1
2021 Q2	$50.7M	Sell	1,007,617 -16,704	-2%	-$820K	33.55%	1
2021 Q1	$47.7M	Buy	1,024,321 +247,158	+32%	+$11.2M	34.1%	1
2020 Q4	$34.2M	Sell	777,163 -354,553	-31%	-$14.8M	28.45%	1
2020 Q3	$44.5M	Buy	1,131,716 +304,605	+37%	+$11.9M	36.11%	1
2020 Q2	$30M	Buy	827,111 +409,424	+98%	+$14.1M	24.62%	3
2020 Q1	$12.6M	Buy	+417,687	New	+$15M	14.85%	3

Other funds holding SPYM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

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

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

Private Wealth Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.5% in Q3 2026, buying an estimated $2.45M and bringing the position to 817,556 shares worth $73.4M. The position accounts for 27.94% of the portfolio, ranked #1.

Private Wealth Group first reported a position in SPYM in Q1 2020 and has held it in 27 quarters since. 1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Private Wealth Group held 817,556 shares of State Street SPDR Portfolio S&P 500 ETF worth $73.4M as of Q3 2026.
Private Wealth Group bought 27,383 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $2.45M.
State Street SPDR Portfolio S&P 500 ETF made up 27.94% of Private Wealth Group's portfolio in Q3 2026, its #1 holding.
Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 27 quarters since.
1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.