Win Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Win Advisors’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	$4.61M	Buy	+51,358	New	+$4.59M	1.76%	21
2025 Q2	–	Sell	-159,544	Closed	-$10.5M	–	78
2025 Q1	$10.5M	Buy	+159,544	New	+$11M	5.39%	5
2024 Q3	–	Sell	-63,340	Closed	-$4.05M	–	81
2024 Q2	$4.05M	Sell	63,340 -112,264	-64%	-$6.91M	1.81%	18
2024 Q1	$10.8M	Sell	175,604 -30,795	-15%	-$1.8M	4.76%	12
2023 Q4	$11.5M	Buy	+206,399	New	+$10.8M	5.23%	7
2023 Q2	–	Sell	-56,105	Closed	-$2.7M	–	52
2023 Q1	$2.7M	Buy	56,105 +55,252	+6,477%	+$2.59M	1.07%	14
2022 Q4	$38.4K	Hold	853	–	–	0.01%	55
2022 Q3	$36K	Hold	853	–	–	0.01%	31
2022 Q2	$38K	Sell	853 -2,049	-71%	-$98.7K	0.07%	51
2022 Q1	$154K	Sell	2,902 -196,503	-99%	-$10.3M	0.04%	70
2021 Q4	$11.1M	Buy	+199,405	New	+$10.8M	2.55%	16

Other funds holding SPYM

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

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

Win Advisors's SPYM Position: Q3 2026 in Review

Win Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026: 51,358 shares worth $4.61M. The stake represents 1.76% of the portfolio and ranks #21 among its holdings. This is a return to the name: Win Advisors previously reported a position in SPYM as recently as Q1 2025.

Win Advisors first reported a position in SPYM in Q4 2021 and has held it in 11 quarters since. The position peaked at $11.5M in Q4 2023. 1,393 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Win Advisors held 51,358 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.61M as of Q3 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Win Advisors position in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 1.76% of Win Advisors's portfolio in Q3 2026, its #21 holding.
Win Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 11 quarters since.
Win Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $11.5M in Q4 2023.
1,393 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Win Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.