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

Tanglewood Wealth Management’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	$41.4M	Buy	+460,677	New	+$41.2M	3.43%	10

Other funds holding SPYM

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

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Tanglewood Wealth Management's SPYM Position: Q3 2026 in Review

Tanglewood Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026: 460,677 shares worth $41.4M. The stake represents 3.43% of the portfolio and ranks #10 among its holdings.

765 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Tanglewood Wealth Management held 460,677 shares of State Street SPDR Portfolio S&P 500 ETF worth $41.4M as of Q3 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Tanglewood Wealth Management position in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 3.43% of Tanglewood Wealth Management's portfolio in Q3 2026, its #10 holding.
765 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Tanglewood Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.