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

Puff 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	$1.95M	Buy	21,742 +2,505	+13%	+$224K	1.84%	18
2026 Q2	$1.69M	Buy	+19,237	New	+$1.64M	1.72%	19
2025 Q4	$2.48M	Buy	30,881 +8,601	+39%	+$684K	3.21%	8
2025 Q3	$1.75M	Buy	22,280 +16,038	+257%	+$1.21M	2.65%	13
2025 Q2	$454K	Buy	+6,242	New	+$420K	0.33%	65
2025 Q1	–	Sell	-22,029	Closed	-$1.52M	–	106
2024 Q4	$1.52M	Buy	+22,029	New	+$1.53M	2.65%	13

Other funds holding SPYM

1WM

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

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

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

Puff Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q3 2026, buying an estimated $224K and bringing the position to 21,742 shares worth $1.95M. The position accounts for 1.84% of the portfolio, ranked #18.

Puff Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.48M in Q4 2025. 195 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Puff Wealth Management held 21,742 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.95M as of Q3 2026.
Puff Wealth Management bought 2,505 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $224K.
State Street SPDR Portfolio S&P 500 ETF made up 1.84% of Puff Wealth Management's portfolio in Q3 2026, its #18 holding.
Puff Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Puff Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.48M in Q4 2025.
195 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.