Y-Intercept (HK)
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Y-Intercept (HK)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Y-Intercept (HK)’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 		– Sell
-2,823
Closed -$248K – 2067
2026
Q2 		$248K Buy
+2,823
New +$241K ﹤0.01% 1514

Other funds holding SPYM

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Y-Intercept (HK)'s SPYM Position: Q3 2026 in Review

Y-Intercept (HK) sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026, closing a stake of 2,823 shares — an estimated $248K sold.

Y-Intercept (HK) first reported a position in SPYM in Q2 2026 and held it in 1 quarter. The position peaked at $248K in Q2 2026. 470 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Y-Intercept (HK) reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 2,823 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $248K.
  • Y-Intercept (HK) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2026 and held it in 1 quarter.
  • Y-Intercept (HK)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $248K in Q2 2026.
  • 470 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.