VestGen Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

VestGen Advisors’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	$33.1M	Buy	368,423 +17,363	+5%	+$1.55M	1.02%	17
2026 Q2	$30.9M	Buy	351,060 +119,190	+51%	+$10.2M	0.9%	18
2026 Q1	$20.1M	Buy	231,870 +60,676	+35%	+$4.85M	0.54%	32
2025 Q4	$13.7M	Sell	171,194 -392,990	-70%	-$31.3M	0.58%	32
2025 Q3	$44.2M	Buy	564,184 +25,024	+5%	+$1.89M	1.47%	9
2025 Q2	$40M	Sell	539,160 -383,772	-42%	-$25.8M	1.6%	9
2025 Q1	$60.7M	Buy	+922,932	New	+$63.8M	2.76%	5

Other funds holding SPYM

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

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

VestGen Advisors's SPYM Position: Q3 2026 in Review

VestGen Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.9% in Q3 2026, buying an estimated $1.55M and bringing the position to 368,423 shares worth $33.1M. The position accounts for 1.02% of the portfolio, ranked #17.

VestGen Advisors first reported a position in SPYM in Q1 2025 and has held it in 7 quarters since. The position peaked at $60.7M in Q1 2025. 1,303 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

VestGen Advisors held 368,423 shares of State Street SPDR Portfolio S&P 500 ETF worth $33.1M as of Q3 2026.
VestGen Advisors bought 17,363 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.55M.
State Street SPDR Portfolio S&P 500 ETF made up 1.02% of VestGen Advisors's portfolio in Q3 2026, its #17 holding.
VestGen Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $60.7M in Q1 2025.
1,303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.