Shotwell Rutter Baer’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Shotwell Rutter Baer’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	$314K	Buy	3,503 +253	+8%	+$22.6K	0.17%	35
2026 Q2	$286K	Buy	3,250 +119	+4%	+$10.2K	0.16%	35
2026 Q1	$240K	Sell	3,131 -23	-0.7%	-$1.84K	0.14%	35
2025 Q4	$256K	Sell	3,154 -77	-2%	-$6.12K	0.15%	35
2025 Q3	$256K	Sell	3,231 -491	-13%	-$37K	0.17%	34
2025 Q2	$274K	Sell	3,722 -47	-1%	-$3.16K	0.19%	34
2025 Q1	$224K	Hold	3,769	–	–	0.2%	33
2024 Q4	$257K	Sell	3,769 -15	-0.4%	-$1.04K	0.22%	33
2024 Q3	$255K	Sell	3,784 -399	-10%	-$25.9K	0.21%	33
2024 Q2	$273K	Buy	+4,183	New	+$258K	0.24%	33
2024 Q1	–	Sell	-4,840	Closed	-$271K	–	26
2023 Q4	$271K	Buy	+4,840	New	+$254K	0.26%	32

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 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

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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Shotwell Rutter Baer's SPYM Position: Q3 2026 in Review

Shotwell Rutter Baer increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.8% in Q3 2026, buying an estimated $22.6K and bringing the position to 3,503 shares worth $314K. The position accounts for 0.17% of the portfolio, ranked #35.

Shotwell Rutter Baer first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 470 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Shotwell Rutter Baer held 3,503 shares of State Street SPDR Portfolio S&P 500 ETF worth $314K as of Q3 2026.
Shotwell Rutter Baer bought 253 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $22.6K.
State Street SPDR Portfolio S&P 500 ETF made up 0.17% of Shotwell Rutter Baer's portfolio in Q3 2026, its #35 holding.
Shotwell Rutter Baer first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.