Strong Retirement Solutions’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Strong Retirement Solutions’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	Buy	21,599 +6,117	+40%	+$547K	1.09%	27
2026 Q2	$1.36M	Buy	15,482 +1,396	+10%	+$119K	0.82%	32
2026 Q1	$1.08M	Buy	14,086 +2,913	+26%	+$233K	0.76%	44
2025 Q4	$896K	Buy	+11,173	New	+$889K	0.6%	53

Other funds holding SPYM

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Strong Retirement Solutions's SPYM Position: Q3 2026 in Review

Strong Retirement Solutions increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 40% in Q3 2026, buying an estimated $547K and bringing the position to 21,599 shares worth $1.94M. The position accounts for 1.09% of the portfolio, ranked #27.

Strong Retirement Solutions first reported a position in SPYM in Q4 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Strong Retirement Solutions held 21,599 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.94M as of Q3 2026.
Strong Retirement Solutions bought 6,117 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $547K.
State Street SPDR Portfolio S&P 500 ETF made up 1.09% of Strong Retirement Solutions's portfolio in Q3 2026, its #27 holding.
Strong Retirement Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
95 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.