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

Unique Wealth’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	$318K	Buy	+3,546	New	+$317K	0.04%	176

Other funds holding SPYM

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

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

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

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Unique Wealth's SPYM Position: Q3 2026 in Review

Unique Wealth opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026: 3,546 shares worth $318K. The stake represents 0.04% of the portfolio and ranks #176 among its holdings.

338 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Unique Wealth held 3,546 shares of State Street SPDR Portfolio S&P 500 ETF worth $318K as of Q3 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Unique Wealth position in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Unique Wealth's portfolio in Q3 2026, its #176 holding.
338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.