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

Procyon 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	$77.5M	Buy	863,190 +70,412	+9%	+$6.29M	3.28%	2
2026 Q2	$69.7M	Buy	792,778 +33,956	+4%	+$2.9M	3.01%	2
2026 Q1	$58.1M	Buy	758,822 +102,358	+16%	+$8.19M	2.85%	3
2025 Q4	$52.7M	Buy	656,464 +178,461	+37%	+$14.2M	2.6%	4
2025 Q3	$37.4M	Buy	478,003 +33,983	+8%	+$2.56M	2.22%	7
2025 Q2	$32.3M	Sell	444,020 -1,875	-0.4%	-$126K	3.03%	5
2025 Q1	$29.3M	Buy	445,895 +46,206	+12%	+$3.2M	1.77%	8
2024 Q4	$27.6M	Buy	399,689 +42,974	+12%	+$2.98M	1.75%	12
2024 Q3	$24.1M	Buy	356,715 +19,064	+6%	+$1.24M	1.64%	10
2024 Q2	$21.6M	Buy	337,651 +191,918	+132%	+$11.8M	1.6%	9
2024 Q1	$8.97M	Buy	+145,733	New	+$8.53M	0.69%	34

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

Procyon Advisors's SPYM Position: Q3 2026 in Review

Procyon Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.9% in Q3 2026, buying an estimated $6.29M and bringing the position to 863,190 shares worth $77.5M. The position accounts for 3.28% of the portfolio, ranked #2.

Procyon Advisors first reported a position in SPYM in Q1 2024 and has held it in 11 quarters since. 707 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Procyon Advisors held 863,190 shares of State Street SPDR Portfolio S&P 500 ETF worth $77.5M as of Q3 2026.
Procyon Advisors bought 70,412 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $6.29M.
State Street SPDR Portfolio S&P 500 ETF made up 3.28% of Procyon Advisors's portfolio in Q3 2026, its #2 holding.
Procyon Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.