Winthrop Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Winthrop Advisory Group’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	$357K	Buy	3,980 +1,272	+47%	+$114K	0.02%	151
2026 Q2	$238K	Buy	+2,708	New	+$231K	0.02%	197
2022 Q2	–	Sell	-3,778	Closed	-$201K	–	141
2022 Q1	$201K	Buy	+3,778	New	+$198K	0.04%	132

Other funds holding SPYM

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Winthrop Advisory Group's SPYM Position: Q3 2026 in Review

Winthrop Advisory Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 47% in Q3 2026, buying an estimated $114K and bringing the position to 3,980 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #151.

Winthrop Advisory Group first reported a position in SPYM in Q1 2022 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Winthrop Advisory Group held 3,980 shares of State Street SPDR Portfolio S&P 500 ETF worth $357K as of Q3 2026.
Winthrop Advisory Group bought 1,272 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $114K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q3 2026, its #151 holding.
Winthrop Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 3 quarters since.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.