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

Trinity Wealth 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	$9.8M	Buy	108,686 +6,250	+6%	+$559K	3.09%	9
2026 Q2	$9M	Buy	102,436 +2,514	+3%	+$214K	2.86%	12
2026 Q1	$7.65M	Sell	99,922 -300	-0.3%	-$24K	2.81%	10
2025 Q4	$8.04M	Buy	100,222 +10,089	+11%	+$802K	2.96%	11
2025 Q3	$7.06M	Buy	90,133 +1,150	+1%	+$86.7K	2.65%	11
2025 Q2	$6.47M	Sell	88,983 -9,120	-9%	-$613K	2.57%	11
2025 Q1	$6.45M	Buy	98,103 +741	+0.8%	+$51.2K	2.95%	11
2024 Q4	$6.71M	Buy	97,362 +3,094	+3%	+$214K	3.04%	11
2024 Q3	$6.36M	Buy	94,268 +2,582	+3%	+$168K	2.92%	11
2024 Q2	$5.87M	Sell	91,686 -2,285	-2%	-$141K	2.93%	13
2024 Q1	$5.78M	Buy	93,971 +565	+0.6%	+$33.1K	2.98%	13
2023 Q4	$5.22M	Buy	93,406 +3,788	+4%	+$198K	3.13%	12
2023 Q3	$4.5M	Sell	89,618 -1,558	-2%	-$81.5K	2.79%	14
2023 Q2	$4.75M	Buy	91,176 +11,555	+15%	+$570K	2.9%	13
2023 Q1	$3.83M	Buy	79,621 +6,597	+9%	+$310K	2.52%	14
2022 Q4	$3.28M	Sell	73,024 -4,098	-5%	-$185K	2.34%	15
2022 Q3	$3.24M	Buy	77,122 +3,160	+4%	+$148K	2.59%	14
2022 Q2	$3.28M	Buy	73,962 +3,475	+5%	+$167K	2.56%	14
2022 Q1	$3.74M	Sell	70,487 -2,183	-3%	-$114K	2.63%	13
2021 Q4	$4.06M	Buy	72,670 +3,665	+5%	+$198K	2.79%	12
2021 Q3	$3.48M	Buy	69,005 +1,036	+2%	+$53.7K	2.63%	12
2021 Q2	$3.42M	Buy	67,969 +3,570	+6%	+$175K	2.67%	11
2021 Q1	$3M	Buy	64,399 +8,414	+15%	+$382K	2.6%	10
2020 Q4	$2.46M	Buy	+55,985	New	+$2.33M	2.24%	11
2020 Q2	$1.91M	Sell	52,804 -36,766	-41%	-$1.26M	2.67%	11
2020 Q1	$2.71M	Sell	89,570 -27,195	-23%	-$976K	3.55%	10
2019 Q4	$4.42M	Buy	+116,765	New	+$4.22M	4.43%	9

Other funds holding SPYM

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

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

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Trinity Wealth Management's SPYM Position: Q3 2026 in Review

Trinity Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.1% in Q3 2026, buying an estimated $559K and bringing the position to 108,686 shares worth $9.8M. The position accounts for 3.09% of the portfolio, ranked #9.

Trinity Wealth Management first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. 806 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Trinity Wealth Management held 108,686 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.8M as of Q3 2026.
Trinity Wealth Management bought 6,250 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $559K.
State Street SPDR Portfolio S&P 500 ETF made up 3.09% of Trinity Wealth Management's portfolio in Q3 2026, its #9 holding.
Trinity Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
806 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.