Wise Wealth Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Wise Wealth Partners’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	$14.8M	Buy	165,293 +9,582	+6%	+$857K	27.18%	1
2026 Q2	$13.7M	Sell	155,711 -98,964	-39%	-$8.44M	23.26%	1
2026 Q1	$19.5M	Sell	254,675 -1,431	-0.6%	-$114K	26.39%	1
2025 Q4	$20.5M	Buy	256,106 +16,359	+7%	+$1.3M	29.49%	1
2025 Q3	$18.8M	Buy	239,747 +19,759	+9%	+$1.49M	28.67%	1
2025 Q2	$16M	Buy	219,988 +150,135	+215%	+$10.1M	26.71%	1
2025 Q1	$4.59M	Sell	69,853 -18,194	-21%	-$1.26M	10.98%	1
2024 Q4	$6.07M	Buy	+88,047	New	+$6.1M	14.97%	2

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

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wise Wealth Partners's SPYM Position: Q3 2026 in Review

Wise Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.2% in Q3 2026, buying an estimated $857K and bringing the position to 165,293 shares worth $14.8M. The position accounts for 27.18% of the portfolio, ranked #1.

Wise Wealth Partners first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $20.5M in Q4 2025. 285 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Wise Wealth Partners held 165,293 shares of State Street SPDR Portfolio S&P 500 ETF worth $14.8M as of Q3 2026.
Wise Wealth Partners bought 9,582 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $857K.
State Street SPDR Portfolio S&P 500 ETF made up 27.18% of Wise Wealth Partners's portfolio in Q3 2026, its #1 holding.
Wise Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Wise Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $20.5M in Q4 2025.
285 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Wise Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.