SFG Wealth Management
SPYM icon

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

SFG 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 		$48M Buy
534,347
+7,703
+1% +$689K 17.06% 1
2026
Q2 		$46.3M Buy
526,644
+52,090
+11% +$4.44M 16.64% 1
2026
Q1 		$36.3M Buy
474,554
+140,616
+42% +$11.2M 14.95% 1
2025
Q4 		$26.8M Buy
333,938
+323,293
+3,037% +$25.7M 10.52% 2
2025
Q3 		$834K Buy
+10,645
New +$803K 0.36% 54
2025
Q2 		– Sell
-19,246
Closed -$1.27M – 118
2025
Q1 		$1.27M Buy
19,246
+3,572
+23% +$247K 0.62% 32
2024
Q4 		$1.08M Sell
15,674
-810
-5% -$56.1K 0.57% 29
2024
Q3 		$1.11M Buy
16,484
+8,560
+108% +$557K 0.59% 30
2024
Q2 		$507K Buy
7,924
+1,233
+18% +$75.9K 0.29% 52
2024
Q1 		$412K Buy
6,691
+307
+5% +$18K 0.24% 60
2023
Q4 		$357K Sell
6,384
-10,426
-62% -$546K 0.24% 61
2023
Q3 		$845K Buy
16,810
+7,360
+78% +$385K 0.67% 31
2023
Q2 		$492K Buy
+9,450
New +$466K 0.41% 45
2022
Q2 		– Sell
-49,283
Closed -$2.62M – 96
2022
Q1 		$2.62M Buy
49,283
+8,330
+20% +$436K 2.45% 14
2021
Q4 		$2.29M Buy
+40,953
New +$2.21M 2.03% 15

Other funds holding SPYM

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
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
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

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

SFG Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q3 2026, buying an estimated $689K and bringing the position to 534,347 shares worth $48M. The position accounts for 17.06% of the portfolio, ranked #1.

SFG Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 15 quarters since. 1,183 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • SFG Wealth Management held 534,347 shares of State Street SPDR Portfolio S&P 500 ETF worth $48M as of Q3 2026.
  • SFG Wealth Management bought 7,703 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $689K.
  • State Street SPDR Portfolio S&P 500 ETF made up 17.06% of SFG Wealth Management's portfolio in Q3 2026, its #1 holding.
  • SFG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,183 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on SFG Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.