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

Traphagen Investment 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 		$316K Buy
3,524
+338
+11% +$30.2K 0.02% 160
2026
Q2 		$280K Buy
+3,186
New +$272K 0.02% 180

Other funds holding SPYM

1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Traphagen Investment Advisors's SPYM Position: Q3 2026 in Review

Traphagen Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q3 2026, buying an estimated $30.2K and bringing the position to 3,524 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #160.

Traphagen Investment Advisors first reported a position in SPYM in Q2 2026 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Traphagen Investment Advisors held 3,524 shares of State Street SPDR Portfolio S&P 500 ETF worth $316K as of Q3 2026.
  • Traphagen Investment Advisors bought 338 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $30.2K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Traphagen Investment Advisors's portfolio in Q3 2026, its #160 holding.
  • Traphagen Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.