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

Upper Left 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 		$34.1M Buy
380,177
+259,057
+214% +$23.2M 17.71% 1
2026
Q2 		$10.6M Buy
121,120
+573
+0.5% +$48.9K 5.9% 2
2026
Q1 		$9.23M Buy
120,547
+104
+0.1% +$8.32K 5.45% 2
2025
Q4 		$9.7M Buy
120,443
+8,364
+7% +$665K 5.89% 2
2025
Q3 		$8.78M Buy
112,079
+5,251
+5% +$396K 5.51% 2
2025
Q2 		$7.77M Buy
106,828
+12,435
+13% +$836K 5.18% 2
2025
Q1 		$6.21M Buy
94,393
+18,260
+24% +$1.26M 4.45% 2
2024
Q4 		$5.25M Buy
76,133
+4,334
+6% +$300K 4.49% 4
2024
Q3 		$4.76M Buy
71,799
+933
+1% +$60.7K 4.16% 6
2024
Q2 		$4.54M Buy
70,866
+558
+0.8% +$34.4K 4.1% 4
2024
Q1 		$4.33M Sell
70,308
-426
-0.6% -$24.9K 4.01% 6
2023
Q4 		$3.95M Sell
70,734
-2,641
-4% -$138K 3.87% 9
2023
Q3 		$3.69M Buy
73,375
+20,648
+39% +$1.08M 3.84% 9
2023
Q2 		$2.75M Buy
52,727
+779
+1% +$38.4K 3.05% 15
2023
Q1 		$2.5M Buy
51,948
+47
+0.1% +$2.2K 2.84% 16
2022
Q4 		$2.33M Buy
51,901
+44,784
+629% +$2.02M 2.76% 15
2022
Q3 		$2.6M Sell
7,117
-568
-7% -$26.5K 3.38% 12
2022
Q2 		$2.9M Buy
7,685
+534
+7% +$25.7K 3.36% 12
2022
Q1 		$3.24M Sell
7,151
-37,313
-84% -$1.95M 3.36% 13
2021
Q4 		$2.49M Buy
+44,464
New +$2.4M 2.49% 18

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
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 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
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Upper Left Wealth Management's SPYM Position: Q3 2026 in Review

Upper Left Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 214% in Q3 2026, buying an estimated $23.2M and bringing the position to 380,177 shares worth $34.1M. The position accounts for 17.71% of the portfolio, ranked #1.

Upper Left Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 20 quarters since. 404 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Upper Left Wealth Management held 380,177 shares of State Street SPDR Portfolio S&P 500 ETF worth $34.1M as of Q3 2026.
  • Upper Left Wealth Management bought 259,057 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $23.2M.
  • State Street SPDR Portfolio S&P 500 ETF made up 17.71% of Upper Left Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Upper Left Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • 404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.