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

Smith Asset 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	$1.19M	Buy	13,224 +223	+2%	+$19.9K	0.97%	34
2026 Q2	$1.14M	Buy	13,001 +1,200	+10%	+$102K	0.9%	37
2026 Q1	$903K	Buy	11,801 +818	+7%	+$65.4K	0.78%	39
2025 Q4	$881K	Buy	10,983 +1,612	+17%	+$128K	0.73%	39
2025 Q3	$742K	Buy	9,371 +2,891	+45%	+$218K	0.63%	43
2025 Q2	$471K	Buy	6,480 +1,266	+24%	+$85.1K	0.41%	53
2025 Q1	$343K	Buy	5,214 +637	+14%	+$44.1K	0.32%	51
2024 Q4	$316K	Buy	+4,577	New	+$317K	0.31%	54

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

Smith Asset Management's SPYM Position: Q3 2026 in Review

Smith Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.7% in Q3 2026, buying an estimated $19.9K and bringing the position to 13,224 shares worth $1.19M. The position accounts for 0.97% of the portfolio, ranked #34.

Smith Asset Management first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. 521 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Smith Asset Management held 13,224 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.19M as of Q3 2026.
Smith Asset Management bought 223 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $19.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.97% of Smith Asset Management's portfolio in Q3 2026, its #34 holding.
Smith Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Smith Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.