Values Added Financial
SPYM icon

Values Added Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Values Added Financial’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 		$9.12M Buy
101,605
+641
+0.6% +$57.3K 3.23% 9
2026
Q2 		$8.87M Sell
100,964
-268
-0.3% -$22.9K 3.2% 8
2026
Q1 		$7.75M Buy
101,232
+1,923
+2% +$154K 3.26% 9
2025
Q4 		$7.97M Sell
99,309
-261
-0.3% -$20.8K 3.36% 8
2025
Q3 		$7.8M Buy
99,570
+9,385
+10% +$708K 3.47% 7
2025
Q2 		$6.56M Sell
90,185
-6,969
-7% -$469K 3.18% 8
2025
Q1 		$6.39M Buy
97,154
+676
+0.7% +$46.8K 3.54% 8
2024
Q4 		$6.65M Buy
96,478
+3,446
+4% +$239K 3.85% 6
2024
Q3 		$6.28M Buy
93,032
+10,490
+13% +$682K 3.96% 7
2024
Q2 		$5.28M Buy
82,542
+15,346
+23% +$945K 3.81% 7
2024
Q1 		$4.13M Buy
67,196
+1,203
+2% +$70.5K 3.22% 10
2023
Q4 		$3.69M Buy
65,993
+3,413
+5% +$179K 3.02% 11
2023
Q3 		$3.15M Buy
62,580
+416
+0.7% +$21.8K 2.87% 11
2023
Q2 		$3.24M Buy
+62,164
New +$3.07M 3.04% 11

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

Values Added Financial's SPYM Position: Q3 2026 in Review

Values Added Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.63% in Q3 2026, buying an estimated $57.3K and bringing the position to 101,605 shares worth $9.12M. The position accounts for 3.23% of the portfolio, ranked #9.

Values Added Financial first reported a position in SPYM in Q2 2023 and has held it in 14 quarters since. 814 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Values Added Financial held 101,605 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.12M as of Q3 2026.
  • Values Added Financial bought 641 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $57.3K.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.23% of Values Added Financial's portfolio in Q3 2026, its #9 holding.
  • Values Added Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
  • 814 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.