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

Stegent Equity Advisors’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	$1.94M	Sell	21,613 -4,297	-17%	-$384K	1.54%	23
2026 Q2	$2.28M	Sell	25,910 -1,103	-4%	-$94.1K	1.63%	24
2026 Q1	$2.07M	Sell	27,013 -578	-2%	-$46.2K	1.76%	19
2025 Q4	$2.21M	Buy	27,591 +511	+2%	+$40.6K	1.73%	17
2025 Q3	$2.12M	Buy	27,080 +385	+1%	+$29K	1.73%	18
2025 Q2	$1.94M	Hold	26,695	–	–	1.72%	17
2025 Q1	$1.76M	Sell	26,695 -2,957	-10%	-$205K	1.78%	14
2024 Q4	$2.04M	Buy	29,652 +2,913	+11%	+$202K	2.07%	13
2024 Q3	$1.81M	Hold	26,739	–	–	1.99%	15
2024 Q2	$1.71M	Hold	26,739	–	–	1.78%	20
2024 Q1	$1.65M	Hold	26,739	–	–	1.67%	20
2023 Q4	$1.49M	Hold	26,739	–	–	1.77%	24
2023 Q3	$1.34M	Hold	26,739	–	–	1.7%	21
2023 Q2	$1.39M	Hold	26,739	–	–	1.56%	22
2023 Q1	$1.29M	Hold	26,739	–	–	1.28%	27
2022 Q4	$1.2M	Sell	26,739 -7,200	-21%	-$325K	1.44%	34
2022 Q3	$1.43M	Hold	33,939	–	–	2.14%	18
2022 Q2	$1.5M	Sell	33,939 -128	-0.4%	-$6.17K	1.95%	15
2022 Q1	$1.81M	Buy	34,067 +232	+0.7%	+$12.1K	1.53%	24
2021 Q4	$1.89M	Buy	+33,835	New	+$1.83M	1.53%	26

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

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

FFA

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

DAS

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

AWE

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Stegent Equity Advisors's SPYM Position: Q3 2026 in Review

Stegent Equity Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q3 2026, selling an estimated $384K and leaving 21,613 shares worth $1.94M. The position accounts for 1.54% of the portfolio, ranked #23.

Stegent Equity Advisors first reported a position in SPYM in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.28M in Q2 2026. 140 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Stegent Equity Advisors held 21,613 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.94M as of Q3 2026.
Stegent Equity Advisors sold 4,297 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $384K.
State Street SPDR Portfolio S&P 500 ETF made up 1.54% of Stegent Equity Advisors's portfolio in Q3 2026, its #23 holding.
Stegent Equity Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
Stegent Equity Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.28M in Q2 2026.
140 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.