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

Strategic 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	$11.4M	Sell	127,547 -2,060	-2%	-$184K	2.41%	10
2026 Q2	$11.4M	Sell	129,607 -669	-0.5%	-$57.1K	2.46%	10
2026 Q1	$10M	Buy	130,276 +6,828	+6%	+$546K	1.66%	12
2025 Q4	$9.9M	Buy	123,448 +9,513	+8%	+$757K	1.55%	14
2025 Q3	$8.93M	Sell	113,935 -7,141	-6%	-$539K	1.43%	15
2025 Q2	$8.8M	Buy	121,076 +3,806	+3%	+$256K	1.73%	13
2025 Q1	$7.71M	Buy	117,270 +10,714	+10%	+$741K	1.49%	18
2024 Q4	$7.35M	Buy	106,556 +37,172	+54%	+$2.58M	1.33%	20
2024 Q3	$4.68M	Buy	69,384 +14,064	+25%	+$915K	0.87%	27
2024 Q2	$3.54M	Buy	55,320 +30,522	+123%	+$1.88M	0.69%	34
2024 Q1	$1.53M	Buy	+24,798	New	+$1.45M	0.3%	75

Other funds holding SPYM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Strategic Advisors's SPYM Position: Q3 2026 in Review

Strategic Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.6% in Q3 2026, selling an estimated $184K and leaving 127,547 shares worth $11.4M. The position accounts for 2.41% of the portfolio, ranked #10.

Strategic Advisors first reported a position in SPYM in Q1 2024 and has held it in 11 quarters since. 1,082 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Strategic Advisors held 127,547 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.4M as of Q3 2026.
Strategic Advisors sold 2,060 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $184K.
State Street SPDR Portfolio S&P 500 ETF made up 2.41% of Strategic Advisors's portfolio in Q3 2026, its #10 holding.
Strategic Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
1,082 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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