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

World Equity 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	$1.16M	Sell	12,911 -24,780	-66%	-$2.22M	0.48%	45
2026 Q2	$3.31M	Buy	37,691 +24,865	+194%	+$2.12M	0.74%	29
2026 Q1	$982K	Buy	12,826 +1,701	+15%	+$136K	0.25%	93
2025 Q4	$892K	Sell	11,125 -635	-5%	-$50.5K	0.25%	92
2025 Q3	$921K	Buy	11,760 +1,788	+18%	+$135K	0.21%	103
2025 Q2	$725K	Buy	9,972 +3,266	+49%	+$220K	0.2%	116
2025 Q1	$441K	Sell	6,706 -8,604	-56%	-$595K	0.13%	168
2024 Q4	$1.06M	Buy	+15,310	New	+$1.06M	0.23%	98
2024 Q3	–	Sell	-45,567	Closed	-$2.92M	–	309
2024 Q2	$2.92M	Buy	45,567 +2,095	+5%	+$129K	0.87%	23
2024 Q1	$2.67M	Buy	43,472 +448	+1%	+$26.2K	0.55%	44
2023 Q4	$2.41M	Buy	43,024 +9,376	+28%	+$491K	0.48%	49
2023 Q3	$1.69M	Buy	33,648 +7,413	+28%	+$388K	0.35%	64
2023 Q2	$1.37M	Sell	26,235 -14,400	-35%	-$711K	0.4%	62
2023 Q1	$5.17M	Sell	40,635 -23,924	-37%	-$1.12M	0.77%	21
2022 Q4	$2.9M	Sell	64,559 -1,225	-2%	-$55.4K	0.69%	37
2022 Q3	$2.76M	Buy	65,784 +33	+0.1%	+$1.54K	0.7%	41
2022 Q2	$2.92M	Sell	65,751 -41,028	-38%	-$1.98M	0.73%	30
2022 Q1	$5.67M	Buy	+106,779	New	+$5.59M	1.22%	14

Other funds holding SPYM

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

World Equity Group's SPYM Position: Q3 2026 in Review

World Equity Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 66% in Q3 2026, selling an estimated $2.22M and leaving 12,911 shares worth $1.16M. The position accounts for 0.48% of the portfolio, ranked #45.

World Equity Group first reported a position in SPYM in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.67M in Q1 2022. 484 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

World Equity Group held 12,911 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.16M as of Q3 2026.
World Equity Group sold 24,780 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $2.22M.
State Street SPDR Portfolio S&P 500 ETF made up 0.48% of World Equity Group's portfolio in Q3 2026, its #45 holding.
World Equity Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
World Equity Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.67M in Q1 2022.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.