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

Sax Wealth 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	$5.24M	Buy	58,341 +44,385	+318%	+$3.97M	0.15%	102
2026 Q2	$1.07M	Sell	13,956 -215	-2%	-$18.3K	0.04%	221
2026 Q1	$1.14M	Sell	14,171 -1,412	-9%	-$113K	0.06%	176
2025 Q4	$1.25M	Sell	15,583 -932	-6%	-$74.1K	0.06%	171
2025 Q3	$1.29M	Sell	16,515 -162	-1%	-$12.2K	0.07%	151
2025 Q2	$1.21M	Sell	16,677 -1,403	-8%	-$94.3K	0.07%	152
2025 Q1	$1.19M	Buy	18,080 +5,986	+49%	+$414K	0.09%	125
2024 Q4	$834K	Buy	+12,094	New	+$838K	0.07%	139

Other funds holding SPYM

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Sax Wealth Advisors's SPYM Position: Q3 2026 in Review

Sax Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 318% in Q3 2026, buying an estimated $3.97M and bringing the position to 58,341 shares worth $5.24M. The position accounts for 0.15% of the portfolio, ranked #102.

Sax Wealth Advisors first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. 1,476 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Sax Wealth Advisors held 58,341 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.24M as of Q3 2026.
Sax Wealth Advisors bought 44,385 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $3.97M.
State Street SPDR Portfolio S&P 500 ETF made up 0.15% of Sax Wealth Advisors's portfolio in Q3 2026, its #102 holding.
Sax Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,476 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.