RIA Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

RIA Advisory Group’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	$1.37M	Sell	15,279 -9,369	-38%	-$838K	0.39%	41
2026 Q2	$2.17M	Sell	24,648 -1,138	-4%	-$97.1K	0.47%	34
2026 Q1	$1.97M	Buy	25,786 +4,950	+24%	+$396K	0.47%	33
2025 Q4	$1.67M	Sell	20,836 -448	-2%	-$35.6K	0.4%	39
2025 Q3	$1.67M	Buy	+21,284	New	+$1.61M	0.43%	42

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

RIA Advisory Group's SPYM Position: Q3 2026 in Review

RIA Advisory Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 38% in Q3 2026, selling an estimated $838K and leaving 15,279 shares worth $1.37M. The position accounts for 0.39% of the portfolio, ranked #41.

RIA Advisory Group first reported a position in SPYM in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.17M in Q2 2026. 571 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

RIA Advisory Group held 15,279 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.37M as of Q3 2026.
RIA Advisory Group sold 9,369 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $838K.
State Street SPDR Portfolio S&P 500 ETF made up 0.39% of RIA Advisory Group's portfolio in Q3 2026, its #41 holding.
RIA Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
RIA Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.17M in Q2 2026.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.