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

Stewardship 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	$1.6M	Buy	17,852 +2,009	+13%	+$180K	0.33%	43
2026 Q2	$1.39M	Buy	15,843 +3,646	+30%	+$311K	0.29%	47
2026 Q1	$934K	Buy	12,197 +1,663	+16%	+$133K	0.21%	60
2025 Q4	$845K	Buy	10,534 +917	+10%	+$72.9K	0.2%	61
2025 Q3	$753K	Sell	9,617 -2,605	-21%	-$196K	0.18%	61
2025 Q2	$888K	Sell	12,222 -1,825	-13%	-$123K	0.22%	54
2025 Q1	$924K	Buy	14,047 +2,433	+21%	+$168K	0.25%	51
2024 Q4	$801K	Buy	11,614 +2,088	+22%	+$145K	0.22%	61
2024 Q3	$643K	Sell	9,526 -2,315	-20%	-$151K	0.18%	67
2024 Q2	$758K	Buy	11,841 +304	+3%	+$18.7K	0.25%	47
2024 Q1	$710K	Sell	11,537 -2,862	-20%	-$168K	0.24%	49
2023 Q4	$805K	Buy	14,399 +138	+1%	+$7.23K	0.29%	36
2023 Q3	$717K	Buy	14,261 +1,200	+9%	+$62.8K	0.28%	34
2023 Q2	$681K	Buy	13,061 +1,786	+16%	+$88.1K	0.26%	33
2023 Q1	$543K	Buy	11,275 +4,131	+58%	+$194K	0.21%	33
2022 Q4	$321K	Hold	7,144	–	–	0.13%	43
2022 Q3	$300K	Sell	7,144 -11,469	-62%	-$536K	0.13%	39
2022 Q2	$825K	Buy	18,613 +80	+0.4%	+$3.86K	0.35%	34
2022 Q1	$985K	Sell	18,533 -3,692	-17%	-$193K	0.36%	34
2021 Q4	$1.24M	Sell	22,225 -7,406	-25%	-$400K	0.45%	33
2021 Q3	$1.5M	Sell	29,631 -23,429	-44%	-$1.22M	0.57%	31
2021 Q2	$2.67M	Buy	53,060 +276	+0.5%	+$13.5K	1%	32
2021 Q1	$2.46M	Sell	52,784 -62,129	-54%	-$2.82M	0.97%	27
2020 Q4	$5.05M	Sell	114,913 -395,611	-77%	-$16.5M	2.06%	14
2020 Q3	$20.8M	Buy	510,524 +10,509	+2%	+$409K	10.43%	2
2020 Q2	$18.1M	Buy	500,015 +11,628	+2%	+$400K	10.05%	2
2020 Q1	$14.8M	Buy	488,387 +232,609	+91%	+$8.35M	9.6%	2
2019 Q4	$9.7M	Buy	+255,778	New	+$9.25M	6.08%	3

Other funds holding SPYM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Stewardship Advisors's SPYM Position: Q3 2026 in Review

Stewardship Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q3 2026, buying an estimated $180K and bringing the position to 17,852 shares worth $1.6M. The position accounts for 0.33% of the portfolio, ranked #43.

Stewardship Advisors first reported a position in SPYM in Q4 2019 and has held it in 28 quarters since. The position peaked at $20.8M in Q3 2020. 1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Stewardship Advisors held 17,852 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.6M as of Q3 2026.
Stewardship Advisors bought 2,009 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $180K.
State Street SPDR Portfolio S&P 500 ETF made up 0.33% of Stewardship Advisors's portfolio in Q3 2026, its #43 holding.
Stewardship Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
Stewardship Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $20.8M in Q3 2020.
1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.