Roxbury Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Roxbury Financial’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	$16.9K	Hold	188	–	–	0.01%	295
2026 Q2	$16.5K	Buy	188 +91	+94%	+$7.76K	0.01%	283
2026 Q1	$7.43K	Hold	97	–	–	0.01%	313
2025 Q4	$7.77K	Hold	97	–	–	0.01%	309
2025 Q3	$7.57K	Sell	97 -294	-75%	-$22.2K	0.01%	301
2025 Q2	$28.4K	Buy	+391	New	+$26.3K	0.03%	219

Other funds holding SPYM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Roxbury Financial's SPYM Position: Q3 2026 in Review

Roxbury Financial held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 188 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #295.

Roxbury Financial first reported a position in SPYM in Q2 2025 and has held it in 6 quarters since. The position peaked at $28.4K in Q2 2025. 890 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Roxbury Financial held 188 shares of State Street SPDR Portfolio S&P 500 ETF worth $16.9K as of Q3 2026.
Roxbury Financial left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #295 holding.
Roxbury Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
Roxbury Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $28.4K in Q2 2025.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.