Triad Wealth Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Triad Wealth Partners’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 Q1	$15.2M	Buy	199,215 +88,118	+79%	+$7.05M	1.21%	17
2025 Q4	$8.91M	Buy	111,097 +1,428	+1%	+$114K	0.85%	30
2025 Q3	$8.59M	Buy	109,669 +1,091	+1%	+$82.3K	1.11%	26
2025 Q2	$7.89M	Buy	108,578 +10,482	+11%	+$705K	1.59%	15
2025 Q1	$6.45M	Buy	98,096 +45,872	+88%	+$3.17M	2.01%	11
2024 Q4	$3.6M	Sell	52,224 -34,894	-40%	-$2.42M	1.3%	17
2024 Q3	$5.88M	Buy	87,118 +19,696	+29%	+$1.28M	3.13%	9
2024 Q2	$4.31M	Sell	67,422 -1,697	-2%	-$104K	2.26%	13
2024 Q1	$4.25M	Buy	+69,119	New	+$4.05M	3.26%	10

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Triad Wealth Partners's SPYM Position: Q1 2026 in Review

Triad Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 79% in Q1 2026, buying an estimated $7.05M and bringing the position to 199,215 shares worth $15.2M. The position accounts for 1.21% of the portfolio, ranked #17.

Triad Wealth Partners first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Triad Wealth Partners held 199,215 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.2M as of Q1 2026.
Triad Wealth Partners bought 88,118 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $7.05M.
State Street SPDR Portfolio S&P 500 ETF made up 1.21% of Triad Wealth Partners's portfolio in Q1 2026, its #17 holding.
Triad Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.