TFC Financial Management
SPYM icon

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

TFC Financial 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 		$101K Hold
1,130
– – 0.01% 206
2026
Q2 		$99.3K Sell
1,130
-100
-8% -$8.53K 0.01% 222
2026
Q1 		$94.1K Buy
+1,230
New +$98.4K 0.01% 210

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AssetMark Inc
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Klaas Financial Asset Advisors
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Peterson Wealth Advisors
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AlphaStar Capital Management
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TFC Financial Management's SPYM Position: Q3 2026 in Review

TFC Financial Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 1,130 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #206.

TFC Financial Management first reported a position in SPYM in Q1 2026 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • TFC Financial Management held 1,130 shares of State Street SPDR Portfolio S&P 500 ETF worth $101K as of Q3 2026.
  • TFC Financial Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of TFC Financial Management's portfolio in Q3 2026, its #206 holding.
  • TFC Financial Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.