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

Quaker 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	$808	Hold	9	–	–	﹤0.01%	621
2026 Q2	$791	Sell	9 -5	-36%	-$427	﹤0.01%	630
2026 Q1	$1.07K	Buy	14 +4	+40%	+$320	﹤0.01%	519
2025 Q4	$803	Buy	+10	New	+$795	﹤0.01%	585

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

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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

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

Quaker Wealth Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 9 shares worth $808. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Quaker Wealth Management first reported a position in SPYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.07K in Q1 2026. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Quaker Wealth Management held 9 shares of State Street SPDR Portfolio S&P 500 ETF worth $808 as of Q3 2026.
Quaker Wealth Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #621 holding.
Quaker Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
Quaker Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.07K in Q1 2026.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.