RMG Wealth Management
SPYM icon

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

RMG 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 		$131K Buy
1,463
+504
+53% +$45.1K 0.01% 95
2026
Q2 		$87.2K Buy
+959
New +$81.8K 0.01% 130

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

RMG Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 53% in Q3 2026, buying an estimated $45.1K and bringing the position to 1,463 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #95.

RMG Wealth Management first reported a position in SPYM in Q2 2026 and has held it in 2 quarters since. 976 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • RMG Wealth Management held 1,463 shares of State Street SPDR Portfolio S&P 500 ETF worth $131K as of Q3 2026.
  • RMG Wealth Management bought 504 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $45.1K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of RMG Wealth Management's portfolio in Q3 2026, its #95 holding.
  • RMG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 976 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.