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

Ranch Capital 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	$2.24M	Buy	25,000 +534	+2%	+$47.7K	0.69%	48
2026 Q2	$2.15M	Buy	24,466 +1,364	+6%	+$116K	0.68%	49
2026 Q1	$1.77M	Buy	23,102 +872	+4%	+$69.7K	0.64%	53
2025 Q4	$1.78M	Buy	22,230 +1,277	+6%	+$102K	0.66%	51
2025 Q3	$1.64M	Sell	20,953 -60	-0.3%	-$4.53K	0.64%	49
2025 Q2	$1.53M	Buy	21,013 +143	+0.7%	+$9.6K	0.66%	48
2025 Q1	$1.37M	Buy	20,870 +692	+3%	+$47.9K	0.65%	50
2024 Q4	$1.39M	Sell	20,178 -409	-2%	-$28.4K	0.66%	49
2024 Q3	$1.39M	Buy	20,587 +1,151	+6%	+$74.9K	0.66%	52
2024 Q2	$1.24M	Buy	19,436 +354	+2%	+$21.8K	0.65%	49
2024 Q1	$1.17M	Buy	19,082 +300	+2%	+$17.6K	0.63%	51
2023 Q4	$1.05M	Buy	18,782 +956	+5%	+$50.1K	0.65%	52
2023 Q3	$896K	Buy	17,826 +2,025	+13%	+$106K	0.63%	50
2023 Q2	$823K	Buy	15,801 +1,872	+13%	+$92.4K	0.58%	56
2023 Q1	$671K	Buy	13,929 +606	+5%	+$28.4K	0.49%	63
2022 Q4	$599K	Buy	13,323 +361	+3%	+$16.3K	0.47%	69
2022 Q3	$544K	Buy	12,962 +1,734	+15%	+$81K	0.45%	73
2022 Q2	$498K	Buy	11,228 +2,553	+29%	+$123K	0.38%	81
2022 Q1	$461K	Buy	8,675 +1,590	+22%	+$83.3K	0.3%	93
2021 Q4	$396K	Buy	7,085 +603	+9%	+$32.6K	0.26%	107
2021 Q3	$327K	Buy	6,482 +546	+9%	+$28.3K	0.2%	120
2021 Q2	$298K	Buy	5,936 +985	+20%	+$48.3K	0.18%	129
2021 Q1	$230K	Buy	4,951 +177	+4%	+$8.03K	0.15%	143
2020 Q4	$209K	Sell	4,774 -411	-8%	-$17.1K	0.15%	141
2020 Q3	$207K	Sell	5,185 -899	-15%	-$35K	0.17%	134
2020 Q2	$239K	Sell	6,084 -6,967	-53%	-$240K	0.19%	122
2020 Q1	$394K	Sell	13,051 -21,825	-63%	-$783K	0.39%	74
2019 Q4	$1.32M	Sell	34,876 -16,411	-32%	-$593K	1.07%	14
2019 Q3	$1.79M	Buy	+51,287	New	+$1.78M	1.91%	4

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

Ranch Capital Advisors's SPYM Position: Q3 2026 in Review

Ranch Capital Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.2% in Q3 2026, buying an estimated $47.7K and bringing the position to 25,000 shares worth $2.24M. The position accounts for 0.69% of the portfolio, ranked #48.

Ranch Capital Advisors first reported a position in SPYM in Q3 2019 and has held it in 29 quarters since. 1,220 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Ranch Capital Advisors held 25,000 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.24M as of Q3 2026.
Ranch Capital Advisors bought 534 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $47.7K.
State Street SPDR Portfolio S&P 500 ETF made up 0.69% of Ranch Capital Advisors's portfolio in Q3 2026, its #48 holding.
Ranch Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 29 quarters since.
1,220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Ranch Capital Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.