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

Ridgeline Wealth’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	$13.7M	Sell	149,455 -561	-0.4%	-$50.2K	7.76%	3
2026 Q2	$13.2M	Buy	150,016 +116	+0.1%	+$9.9K	7.71%	3
2026 Q1	$11.5M	Sell	149,900 -51,428	-26%	-$4.11M	8.22%	3
2025 Q4	$16.2M	Sell	201,328 -1,936	-1%	-$154K	11.2%	2
2025 Q3	$15.9M	Sell	203,264 -1,810	-0.9%	-$137K	11.75%	2
2025 Q2	$14.9M	Sell	205,074 -13,793	-6%	-$928K	12.16%	2
2025 Q1	$14.4M	Sell	218,867 -1,225	-0.6%	-$84.7K	12.24%	2
2024 Q4	$15.2M	Buy	+220,092	New	+$15.3M	12.37%	2

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

Ridgeline Wealth's SPYM Position: Q3 2026 in Review

Ridgeline Wealth reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.37% in Q3 2026, selling an estimated $50.2K and leaving 149,455 shares worth $13.7M. The position accounts for 7.76% of the portfolio, ranked #3.

Ridgeline Wealth first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.2M in Q4 2025. 572 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Ridgeline Wealth held 149,455 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.7M as of Q3 2026.
Ridgeline Wealth sold 561 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $50.2K.
State Street SPDR Portfolio S&P 500 ETF made up 7.76% of Ridgeline Wealth's portfolio in Q3 2026, its #3 holding.
Ridgeline Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Ridgeline Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $16.2M in Q4 2025.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.