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

Toth Financial Advisory’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	$128K	Sell	1,431 -497	-26%	-$44.4K	0.01%	273
2026 Q2	$169K	Buy	1,928 +985	+104%	+$84K	0.02%	243
2026 Q1	$72.2K	Hold	943	–	–	0.01%	314
2025 Q4	$75.6K	Hold	943	–	–	0.01%	297
2025 Q3	$73.9K	Buy	943 +549	+139%	+$41.4K	0.01%	295
2025 Q2	$28.6K	Hold	394	–	–	﹤0.01%	392
2025 Q1	$25.9K	Hold	394	–	–	﹤0.01%	370
2024 Q4	$27.2K	Hold	394	–	–	﹤0.01%	366
2024 Q3	$26.6K	Hold	394	–	–	﹤0.01%	351
2024 Q2	$25.2K	Hold	394	–	–	﹤0.01%	370
2024 Q1	$24.2K	Hold	394	–	–	﹤0.01%	372
2023 Q4	$22K	Hold	394	–	–	﹤0.01%	379
2023 Q3	$19.8K	Hold	394	–	–	﹤0.01%	369
2023 Q2	$20.5K	Hold	394	–	–	﹤0.01%	388
2023 Q1	$19K	Hold	394	–	–	﹤0.01%	389
2022 Q4	$17.7K	Hold	394	–	–	﹤0.01%	388
2022 Q3	$17K	Buy	+394	New	+$18.4K	﹤0.01%	393

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

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

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

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

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Toth Financial Advisory's SPYM Position: Q3 2026 in Review

Toth Financial Advisory reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 26% in Q3 2026, selling an estimated $44.4K and leaving 1,431 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #273.

Toth Financial Advisory first reported a position in SPYM in Q3 2022 and has held it in 17 quarters since. The position peaked at $169K in Q2 2026. 470 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Toth Financial Advisory held 1,431 shares of State Street SPDR Portfolio S&P 500 ETF worth $128K as of Q3 2026.
Toth Financial Advisory sold 497 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $44.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #273 holding.
Toth Financial Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 17 quarters since.
Toth Financial Advisory's State Street SPDR Portfolio S&P 500 ETF position peaked at $169K in Q2 2026.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.