Whelan Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Whelan Financial’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	$1.16M	Hold	12,918	–	–	0.3%	37
2026 Q2	$1.14M	Sell	12,918 -1,566	-11%	-$134K	0.31%	38
2026 Q1	$1.11M	Hold	14,484	–	–	0.34%	32
2025 Q4	$1.16M	Hold	14,484	–	–	0.36%	33
2025 Q3	$1.13M	Buy	+14,484	New	+$1.09M	0.36%	33

Other funds holding SPYM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

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

Whelan Financial's SPYM Position: Q3 2026 in Review

Whelan Financial held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 12,918 shares worth $1.16M. The position accounts for 0.3% of the portfolio, ranked #37.

Whelan Financial first reported a position in SPYM in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q4 2025. 1,171 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Whelan Financial held 12,918 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.16M as of Q3 2026.
Whelan Financial left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.3% of Whelan Financial's portfolio in Q3 2026, its #37 holding.
Whelan Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
Whelan Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.16M in Q4 2025.
1,171 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.