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

Wedmont Private Capital’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	$798K	Buy	8,767 +642	+8%	+$57.4K	0.02%	450
2026 Q2	$722K	Buy	8,125 +45	+0.6%	+$3.84K	0.02%	437
2026 Q1	$643K	Buy	8,080 +813	+11%	+$65K	0.02%	412
2025 Q4	$590K	Sell	7,267 -671	-8%	-$53.4K	0.02%	412
2025 Q3	$625K	Buy	7,938 +4,534	+133%	+$342K	0.02%	391
2025 Q2	$250K	Sell	3,404 -424	-11%	-$28.5K	0.01%	646
2025 Q1	$240K	Sell	3,828 -6,017	-61%	-$416K	0.01%	583
2024 Q4	$672K	Buy	+9,845	New	+$682K	0.04%	298

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

ACM

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

KWB Wealth Redlands, California $1.17B AUM 11.71% 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

Wedmont Private Capital's SPYM Position: Q3 2026 in Review

Wedmont Private Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.9% in Q3 2026, buying an estimated $57.4K and bringing the position to 8,767 shares worth $798K. The position accounts for 0.02% of the portfolio, ranked #450.

Wedmont Private Capital first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. 338 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Wedmont Private Capital held 8,767 shares of State Street SPDR Portfolio S&P 500 ETF worth $798K as of Q3 2026.
Wedmont Private Capital bought 642 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $57.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #450 holding.
Wedmont Private Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.