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

RMR Wealth Builders’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	$3.63M	Buy	40,409 +39	+0.1%	+$3.49K	0.21%	74
2026 Q2	$3.55M	Buy	40,370 +268	+0.7%	+$22.9K	0.22%	68
2026 Q1	$3.07M	Buy	40,102 +189	+0.5%	+$15.1K	0.24%	64
2025 Q4	$3.2M	Buy	39,913 +80	+0.2%	+$6.36K	0.26%	55
2025 Q3	$3.12M	Buy	39,833 +166	+0.4%	+$12.5K	0.26%	49
2025 Q2	$2.89M	Buy	39,667 +58	+0.1%	+$3.9K	0.26%	50
2025 Q1	$2.61M	Sell	39,609 -224	-0.6%	-$15.5K	0.28%	47
2024 Q4	$2.75M	Buy	39,833 +22,161	+125%	+$1.54M	0.28%	45
2024 Q3	$1.19M	Buy	+17,672	New	+$1.15M	0.13%	88
2024 Q2	–	Sell	-3,541	Closed	-$218K	–	261
2024 Q1	$218K	Sell	3,541 -769	-18%	-$45K	0.03%	246
2023 Q4	$241K	Buy	+4,310	New	+$226K	0.03%	212

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

RMR Wealth Builders's SPYM Position: Q3 2026 in Review

RMR Wealth Builders increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.1% in Q3 2026, buying an estimated $3.49K and bringing the position to 40,409 shares worth $3.63M. The position accounts for 0.21% of the portfolio, ranked #74.

RMR Wealth Builders first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 566 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

RMR Wealth Builders held 40,409 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.63M as of Q3 2026.
RMR Wealth Builders bought 39 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $3.49K.
State Street SPDR Portfolio S&P 500 ETF made up 0.21% of RMR Wealth Builders's portfolio in Q3 2026, its #74 holding.
RMR Wealth Builders first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
566 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.