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

Wealth Advisory Solutions’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	$28.7M	Sell	319,984 -8,046	-2%	-$719K	5.93%	2
2026 Q2	$28.8M	Buy	328,030 +5,583	+2%	+$476K	5.92%	4
2026 Q1	$24.7M	Buy	322,447 +1,610	+0.5%	+$129K	5.5%	4
2025 Q4	$25.7M	Sell	320,837 -5,469	-2%	-$435K	6%	3
2025 Q3	$25.6M	Buy	326,306 +17,392	+6%	+$1.31M	6.19%	3
2025 Q2	$22.5M	Buy	308,914 +7,093	+2%	+$477K	5.69%	3
2025 Q1	$19.8M	Buy	301,821 +12,943	+4%	+$895K	5.25%	3
2024 Q4	$19.9M	Buy	288,878 +21,714	+8%	+$1.51M	5.58%	4
2024 Q3	$18M	Buy	267,164 +4,921	+2%	+$320K	4.96%	4
2024 Q2	$16.8M	Sell	262,243 -2,788	-1%	-$172K	4.55%	4
2024 Q1	$16.3M	Buy	+265,031	New	+$15.5M	4.22%	5
2023 Q4	–	Sell	-265,093	Closed	-$13.3M	–	106
2023 Q3	$13.3M	Sell	265,093 -299,018	-53%	-$15.6M	2.61%	8
2023 Q2	$29.4M	Sell	564,111 -3,083	-0.5%	-$152K	7.82%	2
2023 Q1	$27.3M	Buy	567,194 +4,171	+0.7%	+$196K	7.26%	2
2022 Q4	$25.3M	Sell	563,023 -250	-0%	-$11.3K	6.8%	2
2022 Q3	$23.7M	Buy	563,273 +285,314	+103%	+$13.3M	6.54%	2
2022 Q2	$12.3M	Buy	277,959 +108,887	+64%	+$5.25M	3.03%	4
2022 Q1	$8.98M	Buy	+169,072	New	+$8.85M	1.87%	13
2021 Q3	$3.23M	Sell	64,054 -4,066	-6%	-$211K	0.72%	44
2021 Q2	$3.43M	Sell	68,120 -1,014	-1%	-$49.8K	0.81%	43
2021 Q1	$3M	Sell	69,134 -4,238	-6%	-$192K	0.62%	52
2020 Q4	$3.22M	Sell	73,372 -1,893	-3%	-$78.9K	0.88%	39
2020 Q3	$2.96M	Buy	75,265 +2,912	+4%	+$113K	0.79%	44
2020 Q2	$2.62M	Buy	72,353 +2,298	+3%	+$79K	0.73%	45
2020 Q1	$2.12M	Buy	70,055 +24,207	+53%	+$869K	0.72%	47
2019 Q4	$1.73M	Buy	+45,848	New	+$1.66M	0.46%	64

Other funds holding SPYM

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

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

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Wealth Advisory Solutions's SPYM Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.5% in Q3 2026, selling an estimated $719K and leaving 319,984 shares worth $28.7M. The position accounts for 5.93% of the portfolio, ranked #2.

Wealth Advisory Solutions first reported a position in SPYM in Q4 2019 and has held it in 26 quarters since. The position peaked at $29.4M in Q2 2023. 541 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Wealth Advisory Solutions held 319,984 shares of State Street SPDR Portfolio S&P 500 ETF worth $28.7M as of Q3 2026.
Wealth Advisory Solutions sold 8,046 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $719K.
State Street SPDR Portfolio S&P 500 ETF made up 5.93% of Wealth Advisory Solutions's portfolio in Q3 2026, its #2 holding.
Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
Wealth Advisory Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $29.4M in Q2 2023.
541 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.