SMI Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

SMI Advisory Services’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	$404K	Buy	4,412 +294	+7%	+$26.3K	0.06%	44
2026 Q2	$364K	Buy	4,118 +336	+9%	+$28.7K	0.06%	49
2026 Q1	$293K	Sell	3,782 -34	-0.9%	-$2.72K	0.05%	51
2025 Q4	$312K	Sell	3,816 -41	-1%	-$3.26K	0.05%	46
2025 Q3	$304K	Sell	3,857 -1,232	-24%	-$92.9K	0.06%	40
2025 Q2	$374K	Sell	5,089 -477	-9%	-$32.1K	0.07%	35
2025 Q1	$330K	Buy	+5,566	New	+$385K	0.07%	30
2024 Q1	–	Sell	-7,349	Closed	-$412K	–	70
2023 Q4	$412K	Sell	7,349 -1,651	-18%	-$86.5K	0.1%	36
2023 Q3	$466K	Buy	+9,000	New	+$471K	0.17%	36
2023 Q1	$542K	Sell	12,058 -583	-5%	-$27.4K	0.18%	31
2022 Q4	$531K	Hold	12,641	–	–	0.17%	32
2022 Q3	$531K	Sell	12,641 -10,080	-44%	-$471K	0.17%	32
2022 Q2	$1.01M	Buy	+22,721	New	+$1.09M	0.36%	16

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

SMI Advisory Services's SPYM Position: Q3 2026 in Review

SMI Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.1% in Q3 2026, buying an estimated $26.3K and bringing the position to 4,412 shares worth $404K. The position accounts for 0.06% of the portfolio, ranked #44.

SMI Advisory Services first reported a position in SPYM in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.01M in Q2 2022. 470 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

SMI Advisory Services held 4,412 shares of State Street SPDR Portfolio S&P 500 ETF worth $404K as of Q3 2026.
SMI Advisory Services bought 294 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $26.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of SMI Advisory Services's portfolio in Q3 2026, its #44 holding.
SMI Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 13 quarters since.
SMI Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.01M in Q2 2022.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.