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

Southland Equity 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	$757K	Sell	8,435 -295	-3%	-$26.4K	0.13%	125
2026 Q2	$767K	Buy	8,730 +523	+6%	+$44.6K	0.13%	123
2026 Q1	$628K	Buy	8,207 +1,448	+21%	+$116K	0.12%	123
2025 Q4	$542K	Buy	6,759 +334	+5%	+$26.6K	0.11%	134
2025 Q3	$503K	Buy	6,425 +2,464	+62%	+$186K	0.1%	141
2025 Q2	$288K	Sell	3,961 -2,216	-36%	-$149K	0.06%	186
2025 Q1	$406K	Buy	6,177 +1,699	+38%	+$118K	0.09%	145
2024 Q4	$309K	Buy	4,478 +323	+8%	+$22.4K	0.07%	168
2024 Q3	$281K	Buy	4,155 +987	+31%	+$64.2K	0.07%	178
2024 Q2	$203K	Buy	+3,168	New	+$195K	0.06%	205

Other funds holding SPYM

1WM

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAW

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

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Southland Equity Partners's SPYM Position: Q3 2026 in Review

Southland Equity Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.4% in Q3 2026, selling an estimated $26.4K and leaving 8,435 shares worth $757K. The position accounts for 0.13% of the portfolio, ranked #125.

Southland Equity Partners first reported a position in SPYM in Q2 2024 and has held it in 10 quarters since. The position peaked at $767K in Q2 2026. 236 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Southland Equity Partners held 8,435 shares of State Street SPDR Portfolio S&P 500 ETF worth $757K as of Q3 2026.
Southland Equity Partners sold 295 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $26.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Southland Equity Partners's portfolio in Q3 2026, its #125 holding.
Southland Equity Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
Southland Equity Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $767K in Q2 2026.
236 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.