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

Standpoint 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 		$82.2M Buy
916,100
+31,200
+4% +$2.79M 15.99% 4
2026
Q2 		$77.8M Buy
884,900
+29,800
+3% +$2.54M 16.3% 2
2026
Q1 		$65.4M Sell
855,100
-34,400
-4% -$2.75M 15.87% 4
2025
Q4 		$71.4M Sell
889,500
-33,400
-4% -$2.66M 16.3% 4
2025
Q3 		$72.3M Sell
922,900
-171,000
-16% -$12.9M 16.34% 4
2025
Q2 		$79.5M Sell
1,093,900
-276,100
-20% -$18.6M 16.26% 2
2025
Q1 		$90.1M Buy
1,370,000
+90,800
+7% +$6.28M 16.6% 1
2024
Q4 		$88.2M Hold
1,279,200
– – 17% 1
2024
Q3 		$86.4M Buy
1,279,200
+146,400
+13% +$9.52M 16.36% 1
2024
Q2 		$72.5M Buy
1,132,800
+120,300
+12% +$7.41M 16.57% 1
2024
Q1 		$62.3M Buy
1,012,500
+33,700
+3% +$1.97M 16.23% 1
2023
Q4 		$54.7M Buy
978,800
+20,300
+2% +$1.06M 16.05% 1
2023
Q3 		$48.2M Buy
958,500
+31,700
+3% +$1.66M 15.91% 1
2023
Q2 		$48.3M Buy
926,800
+117,000
+14% +$5.77M 15.85% 2
2023
Q1 		$39M Buy
809,800
+39,900
+5% +$1.87M 15.74% 1
2022
Q4 		$34.6M Buy
+769,900
New +$34.8M 15.75% 1

Other funds holding SPYM

1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Gradient Investments
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
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

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

Standpoint Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.5% in Q3 2026, buying an estimated $2.79M and bringing the position to 916,100 shares worth $82.2M. The position accounts for 15.99% of the portfolio, ranked #4.

Standpoint Asset Management first reported a position in SPYM in Q4 2022 and has held it in 16 quarters since. The position peaked at $90.1M in Q1 2025. 338 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Standpoint Asset Management held 916,100 shares of State Street SPDR Portfolio S&P 500 ETF worth $82.2M as of Q3 2026.
  • Standpoint Asset Management bought 31,200 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $2.79M.
  • State Street SPDR Portfolio S&P 500 ETF made up 15.99% of Standpoint Asset Management's portfolio in Q3 2026, its #4 holding.
  • Standpoint Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • Standpoint Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $90.1M in Q1 2025.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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