SignatureFD’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

SignatureFD’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	$358K	Buy	3,988 +41	+1%	+$3.66K	﹤0.01%	840
2026 Q2	$347K	Sell	3,947 -189	-5%	-$16.1K	﹤0.01%	820
2026 Q1	$317K	Buy	4,136 +12	+0.3%	+$960	﹤0.01%	786
2025 Q4	$331K	Sell	4,124 -854	-17%	-$67.9K	0.01%	750
2025 Q3	$390K	Buy	4,978 +1,089	+28%	+$82.1K	0.01%	678
2025 Q2	$283K	Buy	3,889 +1,754	+82%	+$118K	﹤0.01%	763
2025 Q1	$140K	Buy	2,135 +4	+0.2%	+$277	﹤0.01%	1052
2024 Q4	$147K	Buy	2,131 +179	+9%	+$12.4K	﹤0.01%	1026
2024 Q3	$132K	Sell	1,952 -1,737	-47%	-$113K	﹤0.01%	1076
2024 Q2	$236K	Buy	3,689 +1,466	+66%	+$90.3K	﹤0.01%	746
2024 Q1	$137K	Buy	2,223 +207	+10%	+$12.1K	﹤0.01%	1022
2023 Q4	$113K	Sell	2,016 -10	-0.5%	-$524	﹤0.01%	1047
2023 Q3	$102K	Buy	2,026 +736	+57%	+$38.5K	﹤0.01%	1050
2023 Q2	$67.2K	Buy	1,290 +706	+121%	+$34.8K	﹤0.01%	1264
2023 Q1	$28.1K	Hold	584	–	–	﹤0.01%	1685
2022 Q4	$26.3K	Hold	584	–	–	﹤0.01%	1669
2022 Q3	$25K	Buy	584 +1	+0.2%	+$47	﹤0.01%	1642
2022 Q2	$26K	Sell	583 -1,582	-73%	-$76.2K	﹤0.01%	1652
2022 Q1	$115K	Buy	2,165 +1,600	+283%	+$83.8K	﹤0.01%	970
2021 Q4	$32K	Buy	565 +50	+10%	+$2.7K	﹤0.01%	1561
2021 Q3	$26K	Hold	515	–	–	﹤0.01%	1643
2021 Q2	$26K	Buy	515 +4	+0.8%	+$196	﹤0.01%	1620
2021 Q1	$24K	Buy	511 +88	+21%	+$3.99K	﹤0.01%	1509
2020 Q4	$19K	Hold	423	–	–	﹤0.01%	1474
2020 Q3	$17K	Buy	+423	New	+$16.5K	﹤0.01%	1451
2018 Q2	–	Sell	-362	Closed	-$11K	–	1974
2018 Q1	$11K	Buy	+362	New	+$11.6K	﹤0.01%	1224

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

SignatureFD's SPYM Position: Q3 2026 in Review

SignatureFD increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1% in Q3 2026, buying an estimated $3.66K and bringing the position to 3,988 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

SignatureFD first reported a position in SPYM in Q1 2018 and has held it in 26 quarters since. The position peaked at $390K in Q3 2025. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

SignatureFD held 3,988 shares of State Street SPDR Portfolio S&P 500 ETF worth $358K as of Q3 2026.
SignatureFD bought 41 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $3.66K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #840 holding.
SignatureFD first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 26 quarters since.
SignatureFD's State Street SPDR Portfolio S&P 500 ETF position peaked at $390K in Q3 2025.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.