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

VCI 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	–	Sell	-25,718	Closed	-$2.26M	–	137
2026 Q2	$2.26M	Sell	25,718 -564	-2%	-$48.1K	0.57%	51
2026 Q1	$2.01M	Buy	26,282 +13,522	+106%	+$1.08M	0.56%	36
2025 Q4	$1.02M	Buy	+12,760	New	+$1.01M	0.28%	80

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

VCI Wealth Management's SPYM Position: Q3 2026 in Review

VCI Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026, closing a stake of 25,718 shares — an estimated $2.26M sold.

VCI Wealth Management first reported a position in SPYM in Q4 2025 and held it in 3 quarters. The position peaked at $2.26M in Q2 2026. 1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

VCI Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
VCI Wealth Management sold 25,718 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $2.26M.
VCI Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and held it in 3 quarters.
VCI Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.26M in Q2 2026.
1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on VCI Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.