Wealth Enhancement Advisory Services
SPYM icon

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

Wealth Enhancement Advisory Services’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 		$219K Buy
+2,400
New +$215K ﹤0.01% 3666

Other funds holding SPYM

1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPYM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 23% in Q3 2026, selling an estimated $54.6M and leaving 2,007,817 shares worth $172M. The position accounts for 0.26% of the portfolio, ranked #59.

Wealth Enhancement Advisory Services first reported a position in SPYM in Q2 2023 and has held it in 14 quarters since. The position peaked at $271M in Q4 2025. 135 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 2,007,817 shares of State Street SPDR Portfolio S&P 500 ETF worth $172M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 610,805 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $54.6M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.26% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #59 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $271M in Q4 2025.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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