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

Windsor Capital Management’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 		$19.3M Sell
214,497
-8,341
-4% -$746K 4.95% 4
2026
Q2 		$19.6M Sell
222,838
-8,401
-4% -$717K 5.09% 3
2026
Q1 		$17.7M Sell
231,239
-5,323
-2% -$426K 4.99% 3
2025
Q4 		$19M Sell
236,562
-8,800
-4% -$700K 5.24% 3
2025
Q3 		$19.2M Sell
245,362
-9,801
-4% -$739K 5.31% 2
2025
Q2 		$18.5M Sell
255,163
-4,297
-2% -$289K 5.41% 2
2025
Q1 		$17.1M Sell
259,460
-15,098
-5% -$1.04M 5.24% 3
2024
Q4 		$18.9M Sell
274,558
-8,479
-3% -$588K 5.62% 3
2024
Q3 		$19.1M Sell
283,037
-10,629
-4% -$691K 5.55% 3
2024
Q2 		$18.8M Sell
293,666
-20,188
-6% -$1.24M 5.82% 3
2024
Q1 		$19.3M Sell
313,854
-12,763
-4% -$747K 5.99% 3
2023
Q4 		$18.3M Sell
326,617
-9,331
-3% -$489K 5.97% 3
2023
Q3 		$16.9M Sell
335,948
-12,279
-4% -$642K 5.84% 3
2023
Q2 		$18.1M Sell
348,227
-11,133
-3% -$549K 6% 3
2023
Q1 		$17.3M Sell
359,360
-5,761
-2% -$270K 5.95% 3
2022
Q4 		$16.4M Sell
365,121
-15,434
-4% -$698K 5.98% 3
2022
Q3 		$16M Sell
380,555
-7,298
-2% -$341K 5.97% 2
2022
Q2 		$17.2M Sell
387,853
-16,295
-4% -$785K 6.13% 2
2022
Q1 		$21.5M Sell
404,148
-21,233
-5% -$1.11M 6.68% 1
2021
Q4 		$23.7M Sell
425,381
-2,391
-0.6% -$129K 7.16% 1
2021
Q3 		$21.6M Buy
427,772
+12,157
+3% +$631K 6.92% 1
2021
Q2 		$20.9M Buy
415,615
+10,940
+3% +$537K 6.91% 1
2021
Q1 		$18.9M Buy
404,675
+48,146
+14% +$2.18M 6.53% 1
2020
Q4 		$15.7M Buy
356,529
+3,069
+0.9% +$128K 5.85% 2
2020
Q3 		$13.9M Buy
353,460
+1,185
+0.3% +$46.1K 5.81% 2
2020
Q2 		$12.8M Buy
352,275
+54,463
+18% +$1.87M 5.5% 2
2020
Q1 		$9.01M Buy
297,812
+14,457
+5% +$519K 4.56% 4
2019
Q4 		$10.7M Buy
283,355
+27,955
+11% +$1.01M 4.51% 4
2019
Q3 		$8.9M Buy
255,400
+34,893
+16% +$1.21M 3.97% 5
2019
Q2 		$7.62M Buy
220,507
+15,988
+8% +$542K 3.5% 6
2019
Q1 		$6.8M Buy
204,519
+17,828
+10% +$569K 3.21% 7
2018
Q4 		$5.45M Buy
186,691
+24,618
+15% +$776K 2.82% 9
2018
Q3 		$5.52M Buy
162,073
+35,836
+28% +$1.2M 2.49% 11
2018
Q2 		$4.02M Buy
126,237
+23,184
+22% +$736K 1.88% 16
2018
Q1 		$3.19M Buy
+103,053
New +$3.3M 1.5% 20

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 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
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Windsor Capital Management's SPYM Position: Q3 2026 in Review

Windsor Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.7% in Q3 2026, selling an estimated $746K and leaving 214,497 shares worth $19.3M. The position accounts for 4.95% of the portfolio, ranked #4.

Windsor Capital Management first reported a position in SPYM in Q1 2018 and has held it in 35 quarters since. The position peaked at $23.7M in Q4 2021. 204 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Windsor Capital Management held 214,497 shares of State Street SPDR Portfolio S&P 500 ETF worth $19.3M as of Q3 2026.
  • Windsor Capital Management sold 8,341 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $746K.
  • State Street SPDR Portfolio S&P 500 ETF made up 4.95% of Windsor Capital Management's portfolio in Q3 2026, its #4 holding.
  • Windsor Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 35 quarters since.
  • Windsor Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $23.7M in Q4 2021.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.