TF
SPYM

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

Tompkins Financial’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 		$282K Sell
3,146
-115
-4% -$10.3K 0.02% 170
2026
Q2 		$287K Buy
+3,261
New +$278K 0.02% 167

Other funds holding SPYM

FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Tompkins Financial's SPYM Position: Q3 2026 in Review

Tompkins Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.5% in Q3 2026, selling an estimated $10.3K and leaving 3,146 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #170.

Tompkins Financial first reported a position in SPYM in Q2 2026 and has held it in 2 quarters since. The position peaked at $287K in Q2 2026. 18 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Tompkins Financial held 3,146 shares of State Street SPDR Portfolio S&P 500 ETF worth $282K as of Q3 2026.
  • Tompkins Financial sold 115 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $10.3K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Tompkins Financial's portfolio in Q3 2026, its #170 holding.
  • Tompkins Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • Tompkins Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $287K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.