United Advisor Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

United Advisor Group’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	$2.64M	Buy	29,411 +462	+2%	+$41.3K	0.25%	102
2026 Q2	$2.54M	Buy	28,949 +9,718	+51%	+$829K	0.27%	102
2026 Q1	$1.47M	Sell	19,231 -443	-2%	-$35.4K	0.18%	137
2025 Q4	$1.58M	Buy	19,674 +2,423	+14%	+$193K	0.2%	124
2025 Q3	$1.35M	Buy	17,251 +406	+2%	+$30.6K	0.18%	129
2025 Q2	$1.22M	Buy	16,845 +525	+3%	+$35.3K	0.21%	113
2025 Q1	$1.07M	Buy	16,320 +3,529	+28%	+$244K	0.22%	111
2024 Q4	$882K	Buy	12,791 +196	+2%	+$13.6K	0.17%	133
2024 Q3	$850K	Buy	12,595 +5,657	+82%	+$368K	0.19%	120
2024 Q2	$444K	Buy	+6,938	New	+$427K	0.14%	147

Other funds holding SPYM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

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

United Advisor Group's SPYM Position: Q3 2026 in Review

United Advisor Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.6% in Q3 2026, buying an estimated $41.3K and bringing the position to 29,411 shares worth $2.64M. The position accounts for 0.25% of the portfolio, ranked #102.

United Advisor Group first reported a position in SPYM in Q2 2024 and has held it in 10 quarters since. 1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

United Advisor Group held 29,411 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.64M as of Q3 2026.
United Advisor Group bought 462 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $41.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.25% of United Advisor Group's portfolio in Q3 2026, its #102 holding.
United Advisor Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.