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

TPG Financial Advisors’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	$500K	Hold	5,575	–	–	0.15%	54
2026 Q2	$490K	Hold	5,575	–	–	0.15%	51
2026 Q1	$427K	Hold	5,575	–	–	0.14%	55
2025 Q4	$447K	Hold	5,575	–	–	0.15%	53
2025 Q3	$437K	Hold	5,575	–	–	0.16%	49
2025 Q2	$405K	Hold	5,575	–	–	0.16%	51
2025 Q1	$367K	Hold	5,575	–	–	0.16%	48
2024 Q4	$384K	Hold	5,575	–	–	0.17%	51
2024 Q3	$376K	Hold	5,575	–	–	0.17%	49
2024 Q2	$357K	Buy	+5,575	New	+$343K	0.17%	49
2023 Q4	$311K	Hold	5,575	–	–	0.16%	52
2023 Q3	$280K	Hold	5,575	–	–	0.14%	49
2023 Q2	$291K	Hold	5,575	–	–	0.15%	45
2023 Q1	$268K	Hold	5,575	–	–	0.15%	44
2022 Q4	$251K	Hold	5,575	–	–	0.15%	41
2022 Q3	$234K	Hold	5,575	–	–	0.14%	43
2022 Q2	$247K	Hold	5,575	–	–	0.17%	36
2022 Q1	$296K	Hold	5,575	–	–	0.18%	36
2021 Q4	$311K	Hold	5,575	–	–	0.19%	34
2021 Q3	$281K	Hold	5,575	–	–	0.19%	33
2021 Q2	$281K	Sell	5,575 -480	-8%	-$23.6K	0.2%	33
2021 Q1	$282K	Buy	+6,055	New	+$275K	0.2%	35

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

TPG Financial Advisors's SPYM Position: Q3 2026 in Review

TPG Financial Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 5,575 shares worth $500K. The position accounts for 0.15% of the portfolio, ranked #54.

TPG Financial Advisors first reported a position in SPYM in Q1 2021 and has held it in 22 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

TPG Financial Advisors held 5,575 shares of State Street SPDR Portfolio S&P 500 ETF worth $500K as of Q3 2026.
TPG Financial Advisors 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 0.15% of TPG Financial Advisors's portfolio in Q3 2026, its #54 holding.
TPG Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on TPG Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.