Provident Wealth Management
SPYM icon

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

Provident Wealth Management’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 		$644K Buy
7,180
+48
+0.7% +$4.29K 0.23% 35
2026
Q2 		$627K Buy
7,132
+105
+1% +$8.96K 0.16% 43
2026
Q1 		$538K Buy
7,027
+256
+4% +$20.5K 0.16% 40
2025
Q4 		$543K Buy
6,771
+18
+0.3% +$1.43K 0.16% 42
2025
Q3 		$529K Buy
6,753
+288
+4% +$21.7K 0.16% 44
2025
Q2 		$470K Buy
6,465
+1,463
+29% +$98.4K 0.15% 45
2025
Q1 		$329K Buy
5,002
+1,963
+65% +$136K 0.11% 56
2024
Q4 		$210K Buy
3,039
+348
+13% +$24.1K 0.07% 79
2024
Q3 		$182K Hold
2,691
– – 0.06% 81
2024
Q2 		$172K Hold
2,691
– – 0.06% 79
2024
Q1 		$166K Hold
2,691
– – 0.06% 67
2023
Q4 		$150K Hold
2,691
– – 0.07% 60
2023
Q3 		$135K Hold
2,691
– – 0.07% 58
2023
Q2 		$140K Hold
2,691
– – 0.07% 58
2023
Q1 		$130K Hold
2,691
– – 0.07% 62
2022
Q4 		$121K Hold
2,691
– – 0.07% 61
2022
Q3 		$113K Hold
2,691
– – 0.07% 61
2022
Q2 		$119K Hold
2,691
– – 0.08% 61
2022
Q1 		$143K Hold
2,691
– – 0.09% 69
2021
Q4 		$150K Hold
2,691
– – 0.1% 60
2021
Q3 		$136K Hold
2,691
– – 0.1% 56
2021
Q2 		$135K Sell
2,691
-330
-11% -$16.2K 0.11% 56
2021
Q1 		$141K Sell
3,021
-2,187
-42% -$99.2K 0.16% 50
2020
Q4 		$229K Buy
5,208
+425
+9% +$17.7K 0.27% 39
2020
Q3 		$188K Buy
4,783
+2,406
+101% +$93.7K 0.22% 45
2020
Q2 		$86K Buy
+2,377
New +$81.7K 0.09% 43

Other funds holding SPYM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Provident Wealth Management's SPYM Position: Q3 2026 in Review

Provident Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.67% in Q3 2026, buying an estimated $4.29K and bringing the position to 7,180 shares worth $644K. The position accounts for 0.23% of the portfolio, ranked #35.

Provident Wealth Management first reported a position in SPYM in Q2 2020 and has held it in 26 quarters since. 1,129 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Provident Wealth Management held 7,180 shares of State Street SPDR Portfolio S&P 500 ETF worth $644K as of Q3 2026.
  • Provident Wealth Management bought 48 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $4.29K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.23% of Provident Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Provident Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 26 quarters since.
  • 1,129 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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