Virtue Capital Management
SPYM icon

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

Virtue Capital 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 		$3.61M Buy
+40,273
New +$3.6M 0.47% 52
2026
Q2 		– Sell
-15,983
Closed -$1.19M – 383
2026
Q1 		$1.19M Buy
15,983
+1,061
+7% +$84.9K 0.18% 110
2025
Q4 		$1.2M Buy
14,922
+1,861
+14% +$148K 0.18% 93
2025
Q3 		$575K Buy
+13,061
New +$985K 0.09% 158
2025
Q2 		– Sell
-455,060
Closed -$29.9M – 456
2025
Q1 		$29.9M Buy
+455,060
New +$31.5M 3.49% 3
2024
Q4 		– Sell
-3,551
Closed -$240K – 291
2024
Q3 		$240K Sell
3,551
-5,808
-62% -$378K 0.05% 232
2024
Q2 		$611K Buy
9,359
+580
+7% +$35.7K 0.1% 174
2024
Q1 		$529K Buy
8,779
+837
+11% +$49K 0.1% 200
2023
Q4 		$437K Sell
7,942
-2,450
-24% -$128K 0.09% 224
2023
Q3 		$542K Hold
10,392
– – 0.09% 203
2023
Q2 		$542K Sell
10,392
-1,167
-10% -$57.6K 0.09% 203
2023
Q1 		$550K Buy
11,559
+692
+6% +$32.5K 0.09% 200
2022
Q4 		$489K Sell
10,867
-346
-3% -$15.6K 0.07% 209
2022
Q3 		$471K Buy
11,213
+24
+0.2% +$1.12K 0.07% 123
2022
Q2 		$496K Buy
11,189
+422
+4% +$20.3K 0.08% 121
2022
Q1 		$572K Buy
10,767
+564
+6% +$29.5K 0.09% 242
2021
Q4 		$570K Buy
+10,203
New +$551K 0.08% 257
2020
Q1 		– Sell
-637,895
Closed -$24.1M – 184
2019
Q4 		$24.1M Buy
+637,895
New +$23.1M 6.96% 1

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
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

Virtue Capital Management's SPYM Position: Q3 2026 in Review

Virtue Capital Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026: 40,273 shares worth $3.61M. The stake represents 0.47% of the portfolio and ranks #52 among its holdings. This is a return to the name: Virtue Capital Management previously reported a position in SPYM as recently as Q1 2026.

Virtue Capital Management first reported a position in SPYM in Q4 2019 and has held it in 18 quarters since. The position peaked at $29.9M in Q1 2025. 1,017 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Virtue Capital Management held 40,273 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.61M as of Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Virtue Capital Management position in Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.47% of Virtue Capital Management's portfolio in Q3 2026, its #52 holding.
  • Virtue Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 18 quarters since.
  • Virtue Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $29.9M in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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