James T. Borello RIA’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

James T. Borello RIA’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	$364K	Buy	4,054 +126	+3%	+$11.3K	0.08%	83
2026 Q2	$345K	Hold	3,928	–	–	0.07%	85
2026 Q1	$301K	Hold	3,928	–	–	0.08%	84
2025 Q4	$315K	Sell	3,928 -47	-1%	-$3.74K	0.08%	79
2025 Q3	$311K	Sell	3,975 -463	-10%	-$34.9K	0.08%	73
2025 Q2	$323K	Sell	4,438 -2,030	-31%	-$137K	0.09%	68
2025 Q1	$425K	Hold	6,468	–	–	0.14%	57
2024 Q4	$446K	Sell	6,468 -115	-2%	-$7.97K	0.17%	53
2024 Q3	$444K	Sell	6,583 -74	-1%	-$4.81K	0.18%	51
2024 Q2	$426K	Sell	6,657 -115	-2%	-$7.08K	0.19%	45
2024 Q1	$417K	Sell	6,772 -343	-5%	-$20.1K	0.19%	45
2023 Q4	$398K	Buy	+7,115	New	+$373K	0.32%	37

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

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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

James T. Borello RIA's SPYM Position: Q3 2026 in Review

James T. Borello RIA increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.2% in Q3 2026, buying an estimated $11.3K and bringing the position to 4,054 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #83.

James T. Borello RIA first reported a position in SPYM in Q4 2023 and has held it in 12 quarters since. The position peaked at $446K in Q4 2024. 470 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

James T. Borello RIA held 4,054 shares of State Street SPDR Portfolio S&P 500 ETF worth $364K as of Q3 2026.
James T. Borello RIA bought 126 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $11.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of James T. Borello RIA's portfolio in Q3 2026, its #83 holding.
James T. Borello RIA first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's State Street SPDR Portfolio S&P 500 ETF position peaked at $446K in Q4 2024.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.