VisionPoint Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

VisionPoint Advisory Group’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	$21.5M	Buy	239,532 +62,322	+35%	+$5.57M	3.38%	1
2026 Q2	$15.6M	Buy	177,210 +72,757	+70%	+$6.21M	2.54%	1
2026 Q1	$7.99M	Buy	104,453 +7,969	+8%	+$637K	1.51%	11
2025 Q4	$7.74M	Buy	96,484 +2,551	+3%	+$203K	1.51%	10
2025 Q3	$7.36M	Buy	93,933 +3,839	+4%	+$290K	1.47%	11
2025 Q2	$6.55M	Buy	90,094 +84,988	+1,664%	+$5.72M	1.42%	13
2025 Q1	$336K	Buy	5,106 +460	+10%	+$31.8K	0.12%	157
2024 Q4	$320K	Buy	4,646 +55	+1%	+$3.81K	0.11%	138
2024 Q3	$310K	Buy	4,591 +67	+1%	+$4.36K	0.1%	140
2024 Q2	$290K	Buy	4,524 +1,309	+41%	+$80.6K	0.1%	141
2024 Q1	$198K	Buy	3,215 +1,269	+65%	+$74.3K	0.07%	165
2023 Q4	$109K	Buy	1,946 +271	+16%	+$14.2K	0.04%	186
2023 Q3	$84.2K	Buy	1,675 +936	+127%	+$49K	0.04%	208
2023 Q2	$38.5K	Buy	+739	New	+$36.5K	0.02%	233

Other funds holding SPYM

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

VisionPoint Advisory Group's SPYM Position: Q3 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 35% in Q3 2026, buying an estimated $5.57M and bringing the position to 239,532 shares worth $21.5M. The position accounts for 3.38% of the portfolio, ranked #1.

VisionPoint Advisory Group first reported a position in SPYM in Q2 2023 and has held it in 14 quarters since. 278 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

VisionPoint Advisory Group held 239,532 shares of State Street SPDR Portfolio S&P 500 ETF worth $21.5M as of Q3 2026.
VisionPoint Advisory Group bought 62,322 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $5.57M.
State Street SPDR Portfolio S&P 500 ETF made up 3.38% of VisionPoint Advisory Group's portfolio in Q3 2026, its #1 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
278 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.