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Stone Summit Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Stone Summit Wealth’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 		$16.7M Buy
186,269
+24,078
+15% +$2.15M 4.52% 4
2026
Q2 		$14.3M Buy
162,191
+4,127
+3% +$352K 3.62% 5
2026
Q1 		$12.1M Buy
158,064
+1,331
+0.8% +$106K 3.37% 6
2025
Q4 		$12.6M Buy
156,733
+70,978
+83% +$5.64M 3.41% 4
2025
Q3 		$6.72M Buy
85,755
+62,500
+269% +$4.71M 1.91% 15
2025
Q2 		$1.69M Sell
23,255
-1,254
-5% -$84.3K 0.52% 57
2025
Q1 		$1.61M Sell
24,509
-1,944
-7% -$134K 0.55% 57
2024
Q4 		$1.82M Sell
26,453
-503
-2% -$34.9K 0.61% 54
2024
Q3 		$1.82M Sell
26,956
-26
-0.1% -$1.69K 0.59% 55
2024
Q2 		$1.73M Sell
26,982
-50
-0.2% -$3.08K 0.62% 55
2024
Q1 		$1.66M Sell
27,032
-1,576
-6% -$92.3K 0.58% 57
2023
Q4 		$1.6M Sell
28,608
-477
-2% -$25K 0.61% 57
2023
Q3 		$1.46M Sell
29,085
-996
-3% -$52.1K 0.63% 58
2023
Q2 		$1.57M Buy
30,081
+4
+0% +$197 0.65% 55
2023
Q1 		$1.45M Sell
30,077
-1,045
-3% -$49K 0.64% 55
2022
Q4 		$1.4M Buy
31,122
+826
+3% +$37.3K 0.69% 49
2022
Q3 		$1.27M Hold
30,296
– – 0.78% 47
2022
Q2 		$1.34M Sell
30,296
-4,390
-13% -$212K 0.8% 46
2022
Q1 		$1.85M Sell
34,686
-717
-2% -$37.5K 1.03% 32
2021
Q4 		$1.98M Buy
+35,403
New +$1.91M 1.6% 21

Other funds holding SPYM

1900 Wealth Management
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
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AlphaStar Capital Management
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
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Signal Advisors Wealth
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
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Stone Summit Wealth's SPYM Position: Q3 2026 in Review

Stone Summit Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 15% in Q3 2026, buying an estimated $2.15M and bringing the position to 186,269 shares worth $16.7M. The position accounts for 4.52% of the portfolio, ranked #4.

Stone Summit Wealth first reported a position in SPYM in Q4 2021 and has held it in 20 quarters since. 338 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Stone Summit Wealth held 186,269 shares of State Street SPDR Portfolio S&P 500 ETF worth $16.7M as of Q3 2026.
  • Stone Summit Wealth bought 24,078 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $2.15M.
  • State Street SPDR Portfolio S&P 500 ETF made up 4.52% of Stone Summit Wealth's portfolio in Q3 2026, its #4 holding.
  • Stone Summit Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.