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

Revisor 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	$761K	Buy	8,470 +3,022	+55%	+$270K	0.19%	130
2026 Q2	$479K	Buy	+5,448	New	+$465K	0.12%	197
2025 Q4	–	Sell	-4,319	Closed	-$341K	–	339
2025 Q3	$341K	Buy	4,319 +500	+13%	+$37.7K	0.12%	189
2025 Q2	$281K	Sell	3,819 -91	-2%	-$6.12K	0.1%	217
2025 Q1	$257K	Buy	+3,910	New	+$270K	0.11%	189

Other funds holding SPYM

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

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

Revisor Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 55% in Q3 2026, buying an estimated $270K and bringing the position to 8,470 shares worth $761K. The position accounts for 0.19% of the portfolio, ranked #130.

Revisor Wealth Management first reported a position in SPYM in Q1 2025 and has held it in 5 quarters since. 494 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Revisor Wealth Management held 8,470 shares of State Street SPDR Portfolio S&P 500 ETF worth $761K as of Q3 2026.
Revisor Wealth Management bought 3,022 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $270K.
State Street SPDR Portfolio S&P 500 ETF made up 0.19% of Revisor Wealth Management's portfolio in Q3 2026, its #130 holding.
Revisor Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
494 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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