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

SIMA Wealth Partners’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	$18.3K	Hold	204	–	–	0.01%	101
2026 Q2	$17.9K	Hold	204	–	–	0.01%	102
2026 Q1	$15.6K	Hold	204	–	–	0.01%	104
2025 Q4	$16.4K	Hold	204	–	–	0.01%	103
2025 Q3	$16K	Buy	204 +7	+4%	+$528	0.01%	110
2025 Q2	$14.3K	Buy	+197	New	+$13.2K	0.01%	111

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

SIMA Wealth Partners's SPYM Position: Q3 2026 in Review

SIMA Wealth Partners held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 204 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #101.

SIMA Wealth Partners first reported a position in SPYM in Q2 2025 and has held it in 6 quarters since. 470 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

SIMA Wealth Partners held 204 shares of State Street SPDR Portfolio S&P 500 ETF worth $18.3K as of Q3 2026.
SIMA Wealth Partners left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of SIMA Wealth Partners's portfolio in Q3 2026, its #101 holding.
SIMA Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on SIMA Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.