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

TrueWealth 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 		$13.7M Buy
153,125
+127,339
+494% +$11.4M 3.09% 7
2026
Q2 		$2.27M Sell
25,786
-144
-0.6% -$12.3K 0.51% 32
2026
Q1 		$1.98M Sell
25,930
-690
-3% -$55.2K 0.5% 33
2025
Q4 		$2.14M Buy
26,620
+447
+2% +$35.6K 0.55% 37
2025
Q3 		$2.05M Buy
26,173
+307
+1% +$23.2K 0.55% 37
2025
Q2 		$1.88M Buy
25,866
+1,061
+4% +$71.3K 0.56% 38
2025
Q1 		$1.63M Buy
24,805
+1,496
+6% +$103K 0.54% 39
2024
Q4 		$1.61M Buy
23,309
+469
+2% +$32.5K 0.54% 42
2024
Q3 		$1.54M Sell
22,840
-1,290
-5% -$83.9K 0.52% 43
2024
Q2 		$1.54M Sell
24,130
-1,052
-4% -$64.8K 0.57% 36
2024
Q1 		$1.55M Sell
25,182
-309
-1% -$18.1K 0.6% 35
2023
Q4 		$1.42M Buy
25,491
+704
+3% +$36.9K 0.55% 34
2023
Q3 		$1.25M Buy
24,787
+1,176
+5% +$61.5K 0.53% 37
2023
Q2 		$1.23M Buy
23,611
+1,435
+6% +$70.8K 0.51% 39
2023
Q1 		$1.07M Sell
22,176
-952
-4% -$44.7K 0.45% 50
2022
Q4 		$1.04M Buy
23,128
+4,885
+27% +$221K 0.46% 47
2022
Q3 		$766K Buy
18,243
+1,586
+10% +$74.1K 0.36% 63
2022
Q2 		$739K Buy
+16,657
New +$803K 0.34% 65
2021
Q2 		– Sell
-13,243
Closed -$642K – 138
2021
Q1 		$642K Buy
+13,243
New +$601K 0.42% 51

Other funds holding SPYM

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

TrueWealth Advisors's SPYM Position: Q3 2026 in Review

TrueWealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 494% in Q3 2026, buying an estimated $11.4M and bringing the position to 153,125 shares worth $13.7M. The position accounts for 3.09% of the portfolio, ranked #7.

TrueWealth Advisors first reported a position in SPYM in Q1 2021 and has held it in 19 quarters since. 845 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • TrueWealth Advisors held 153,125 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.7M as of Q3 2026.
  • TrueWealth Advisors bought 127,339 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $11.4M.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.09% of TrueWealth Advisors's portfolio in Q3 2026, its #7 holding.
  • TrueWealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 19 quarters since.
  • 845 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.