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TrueFG’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

TrueFG’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 		$6.65M Buy
74,056
+435
+0.6% +$38.9K 1.55% 11
2026
Q2 		$6.47M Buy
73,621
+822
+1% +$70.1K 1.51% 11
2026
Q1 		$5.57M Buy
72,799
+3,533
+5% +$283K 1.48% 12
2025
Q4 		$5.56M Buy
69,266
+1,293
+2% +$103K 1.49% 12
2025
Q3 		$5.33M Buy
67,973
+679
+1% +$51.2K 1.47% 12
2025
Q2 		$4.89M Buy
67,294
+1,548
+2% +$104K 1.45% 12
2025
Q1 		$4.32M Buy
65,746
+7,504
+13% +$519K 1.42% 12
2024
Q4 		$4.02M Buy
58,242
+101
+0.2% +$7K 1.31% 12
2024
Q3 		$3.93M Sell
58,141
-1,007
-2% -$65.5K 1.28% 12
2024
Q2 		$3.79M Buy
59,148
+3,118
+6% +$192K 1.37% 12
2024
Q1 		$3.45M Buy
56,030
+4,853
+9% +$284K 1.26% 12
2023
Q4 		$2.86M Buy
51,177
+489
+1% +$25.6K 1.13% 12
2023
Q3 		$2.55M Sell
50,688
-1,373
-3% -$71.8K 1.1% 12
2023
Q2 		$2.71M Buy
52,061
+1,385
+3% +$68.4K 1.17% 12
2023
Q1 		$2.44M Buy
50,676
+3,607
+8% +$169K 1.1% 12
2022
Q4 		$2.12M Buy
47,069
+3,469
+8% +$157K 1.01% 12
2022
Q3 		$1.83M Buy
43,600
+2,986
+7% +$139K 0.97% 12
2022
Q2 		$1.8M Buy
40,614
+6,488
+19% +$313K 0.92% 12
2022
Q1 		$1.81M Buy
34,126
+455
+1% +$23.8K 0.82% 12
2021
Q4 		$1.88M Sell
33,671
-60
-0.2% -$3.24K 0.83% 12
2021
Q3 		$1.82M Buy
33,731
+940
+3% +$48.8K 0.83% 12
2021
Q2 		$1.65M Buy
32,791
+1,508
+5% +$74K 0.84% 12
2021
Q1 		$1.46M Buy
31,283
+1,907
+6% +$86.5K 0.79% 11
2020
Q4 		$1.29M Buy
29,376
+324
+1% +$13.5K 0.77% 13
2020
Q3 		$1.14M Buy
29,052
+831
+3% +$32.4K 0.79% 12
2020
Q2 		$1.02M Buy
28,221
+3,414
+14% +$117K 0.77% 13
2020
Q1 		$750K Buy
24,807
+5,346
+27% +$192K 0.68% 13
2019
Q4 		$736K Buy
+19,461
New +$704K 0.56% 13

Other funds holding SPYM

1900 Wealth Management
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
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 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
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

TrueFG's SPYM Position: Q3 2026 in Review

TrueFG increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.59% in Q3 2026, buying an estimated $38.9K and bringing the position to 74,056 shares worth $6.65M. The position accounts for 1.55% of the portfolio, ranked #11.

TrueFG first reported a position in SPYM in Q4 2019 and has held it in 28 quarters since. 338 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • TrueFG held 74,056 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.65M as of Q3 2026.
  • TrueFG bought 435 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $38.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.55% of TrueFG's portfolio in Q3 2026, its #11 holding.
  • TrueFG first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.