Sage Mountain Advisors
SPYM icon

Sage Mountain Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sage Mountain Advisors’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 		$238K Buy
2,655
+3
+0.1% +$268 0.01% 193
2026
Q2 		$233K Hold
2,652
– – 0.01% 202
2026
Q1 		$203K Buy
2,652
+19
+0.7% +$1.52K 0.01% 200
2025
Q4 		$211K Hold
2,633
– – 0.01% 466
2025
Q3 		$206K Hold
2,633
– – 0.01% 461
2025
Q2 		$191K Sell
2,633
-285
-10% -$19.2K 0.01% 409
2025
Q1 		$192K Hold
2,918
– – 0.01% 381
2024
Q4 		$201K Buy
2,918
+285
+11% +$19.8K 0.01% 374
2024
Q3 		$178K Hold
2,633
– – 0.02% 390
2024
Q2 		$169K Sell
2,633
-487
-16% -$30K 0.02% 343
2024
Q1 		$192K Buy
+3,120
New +$183K 0.02% 321

Other funds holding SPYM

USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
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

Sage Mountain Advisors's SPYM Position: Q3 2026 in Review

Sage Mountain Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.11% in Q3 2026, buying an estimated $268 and bringing the position to 2,655 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #193.

Sage Mountain Advisors first reported a position in SPYM in Q1 2024 and has held it in 11 quarters since. 1,314 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Sage Mountain Advisors held 2,655 shares of State Street SPDR Portfolio S&P 500 ETF worth $238K as of Q3 2026.
  • Sage Mountain Advisors bought 3 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $268.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q3 2026, its #193 holding.
  • Sage Mountain Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.