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

SeaCrest 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	$1.12M	Buy	12,492 +1,764	+16%	+$158K	0.13%	144
2026 Q2	$943K	Buy	10,728 +1,834	+21%	+$156K	0.1%	174
2026 Q1	$681K	Buy	+8,894	New	+$711K	0.07%	248
2025 Q3	–	Sell	-3,102	Closed	-$225K	–	671
2025 Q2	$225K	Sell	3,102 -94	-3%	-$6.32K	0.02%	536
2025 Q1	$210K	Hold	3,196	–	–	0.02%	604
2024 Q4	$220K	Hold	3,196	–	–	0.02%	595
2024 Q3	$216K	Hold	3,196	–	–	0.02%	590
2024 Q2	$205K	Sell	3,196 -126	-4%	-$7.76K	0.02%	575
2024 Q1	$204K	Buy	+3,322	New	+$195K	0.03%	564
2022 Q3	–	Sell	-1,120	Closed	-$50K	–	1389
2022 Q2	$50K	Buy	+1,120	New	+$54K	0.01%	1117
2018 Q3	–	Sell	-400	Closed	-$13K	–	2328
2018 Q2	$13K	Hold	400	–	–	﹤0.01%	1522
2018 Q1	$12K	Hold	400	–	–	﹤0.01%	1526
2017 Q4	$13K	Buy	+400	New	+$12.2K	﹤0.01%	1514

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

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

SeaCrest Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q3 2026, buying an estimated $158K and bringing the position to 12,492 shares worth $1.12M. The position accounts for 0.13% of the portfolio, ranked #144.

SeaCrest Wealth Management first reported a position in SPYM in Q4 2017 and has held it in 13 quarters since. 521 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

SeaCrest Wealth Management held 12,492 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.12M as of Q3 2026.
SeaCrest Wealth Management bought 1,764 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $158K.
State Street SPDR Portfolio S&P 500 ETF made up 0.13% of SeaCrest Wealth Management's portfolio in Q3 2026, its #144 holding.
SeaCrest Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 13 quarters since.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.