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

Selective 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	$31.7M	Buy	349,238 +100,364	+40%	+$8.97M	7.38%	3
2026 Q2	$21.8M	Buy	248,874 +47,661	+24%	+$4.07M	5.71%	3
2026 Q1	$16.9M	Buy	201,213 +969	+0.5%	+$77.5K	4.99%	3
2025 Q4	$16.3M	Buy	200,244 +14,311	+8%	+$1.14M	5.09%	3
2025 Q3	$14.6M	Buy	185,933 +46,573	+33%	+$3.51M	4.71%	3
2025 Q2	$10.2M	Buy	139,360 +24,836	+22%	+$1.67M	3.74%	5
2025 Q1	$7.19M	Buy	114,524 +13,722	+14%	+$949K	3.13%	6
2024 Q4	$6.9M	Buy	100,802 +11,584	+13%	+$803K	2.8%	7
2024 Q3	$6.01M	Buy	89,218 +30,456	+52%	+$1.98M	2.5%	9
2024 Q2	$3.84M	Buy	58,762 +5,482	+10%	+$337K	1.69%	14
2024 Q1	$3.22M	Buy	53,280 +33,797	+173%	+$1.98M	1.4%	16
2023 Q4	$1.07M	Buy	+19,483	New	+$1.02M	0.54%	29
2022 Q4	–	Sell	-522	Closed	-$22K	–	642
2022 Q3	$22K	Buy	522 +289	+124%	+$13.5K	0.01%	414
2022 Q2	$10K	Buy	233 +222	+2,018%	+$10.7K	﹤0.01%	564
2022 Q1	$1K	Buy	+11	New	+$576	﹤0.01%	698

Other funds holding SPYM

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

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

Selective Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 40% in Q3 2026, buying an estimated $8.97M and bringing the position to 349,238 shares worth $31.7M. The position accounts for 7.38% of the portfolio, ranked #3.

Selective Wealth Management first reported a position in SPYM in Q1 2022 and has held it in 15 quarters since. 810 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Selective Wealth Management held 349,238 shares of State Street SPDR Portfolio S&P 500 ETF worth $31.7M as of Q3 2026.
Selective Wealth Management bought 100,364 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $8.97M.
State Street SPDR Portfolio S&P 500 ETF made up 7.38% of Selective Wealth Management's portfolio in Q3 2026, its #3 holding.
Selective Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 15 quarters since.
810 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.