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

Towercrest Capital 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 		$15M Sell
166,663
-7,125
-4% -$637K 2.14% 16
2026
Q2 		$15.3M Buy
173,788
+5,430
+3% +$463K 2.13% 17
2026
Q1 		$12.9M Sell
168,358
-870
-0.5% -$69.6K 2.01% 16
2025
Q4 		$13.6M Sell
169,228
-3,445
-2% -$274K 2.14% 16
2025
Q3 		$13.5M Sell
172,673
-5,180
-3% -$391K 2.17% 16
2025
Q2 		$12.9M Buy
177,853
+5,559
+3% +$374K 2.31% 14
2025
Q1 		$11.3M Sell
172,294
-3,098
-2% -$214K 2.15% 15
2024
Q4 		$12.1M Sell
175,392
-4,397
-2% -$305K 1.95% 18
2024
Q3 		$12.1M Sell
179,789
-263
-0.1% -$17.1K 1.96% 18
2024
Q2 		$11.5M Sell
180,052
-5,748
-3% -$354K 1.9% 18
2024
Q1 		$11.4M Sell
185,800
-3,514
-2% -$206K 1.93% 17
2023
Q4 		$10.6M Buy
189,314
+7,229
+4% +$379K 1.89% 19
2023
Q3 		$9.15M Sell
182,085
-11,864
-6% -$621K 1.78% 21
2023
Q2 		$10.1M Sell
193,949
-3,365
-2% -$166K 1.88% 20
2023
Q1 		$9.5M Sell
197,314
-3,596
-2% -$169K 1.98% 21
2022
Q4 		$9.04M Sell
200,910
-4,756
-2% -$215K 2% 21
2022
Q3 		$8.64M Buy
205,666
+11,709
+6% +$547K 2.02% 22
2022
Q2 		$8.6M Buy
193,957
+493
+0.3% +$23.8K 1.92% 20
2022
Q1 		$10.3M Sell
193,464
-9,972
-5% -$522K 2% 22
2021
Q4 		$11.4M Sell
203,436
-8,631
-4% -$466K 2.08% 20
2021
Q3 		$10.7M Sell
212,067
-5,372
-2% -$279K 2.03% 20
2021
Q2 		$10.9M Sell
217,439
-5,237
-2% -$257K 2.12% 17
2021
Q1 		$10.4M Sell
222,676
-3,387
-1% -$154K 2.22% 17
2020
Q4 		$9.9M Sell
226,063
-7,773
-3% -$324K 2.23% 18
2020
Q3 		$9.2M Sell
233,836
-22,190
-9% -$864K 2.26% 17
2020
Q2 		$9.28M Buy
256,026
+23,842
+10% +$820K 2.43% 16
2020
Q1 		$7.02M Buy
232,184
+26,875
+13% +$964K 2.11% 17
2019
Q4 		$7.76M Sell
205,309
-1,803
-0.9% -$65.2K 1.98% 20
2019
Q3 		$7.22M Buy
207,112
+14,448
+7% +$502K 2% 21
2019
Q2 		$6.65M Sell
192,664
-4,664
-2% -$158K 1.88% 22
2019
Q1 		$6.56M Sell
197,328
-138
-0.1% -$4.4K 1.89% 23
2018
Q4 		$5.77M Sell
197,466
-2,378
-1% -$75K 1.85% 20
2018
Q3 		$6.81M Buy
199,844
+220
+0.1% +$7.36K 2.01% 20
2018
Q2 		$6.36M Buy
+199,624
New +$6.33M 2.01% 18

Other funds holding SPYM

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Towercrest Capital Management's SPYM Position: Q3 2026 in Review

Towercrest Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.1% in Q3 2026, selling an estimated $637K and leaving 166,663 shares worth $15M. The position accounts for 2.14% of the portfolio, ranked #16.

Towercrest Capital Management first reported a position in SPYM in Q2 2018 and has held it in 34 quarters since. The position peaked at $15.3M in Q2 2026. 572 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Towercrest Capital Management held 166,663 shares of State Street SPDR Portfolio S&P 500 ETF worth $15M as of Q3 2026.
  • Towercrest Capital Management sold 7,125 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $637K.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.14% of Towercrest Capital Management's portfolio in Q3 2026, its #16 holding.
  • Towercrest Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 34 quarters since.
  • Towercrest Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $15.3M in Q2 2026.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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