SEC 13F Intelligence

Bestgate Wealth Advisors, LLC / SPYM

Bestgate Wealth Advisors, LLC’s Spdr Series Trust Position

Does Bestgate Wealth Advisors, LLC own Spdr Series Trust (SPYM)? Yes — 54.6K shares worth $4M (+7.54% of its 13F portfolio) as of Q1 2026, up from 54.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
54.6K
% of Portfolio
+7.54%
Quarters Held
6
currently held

Position History SPYM

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202654.6K$4M+7.54%
Q4 202554.1K$4M+7.63%
Q3 202555.5K$4M+7.68%
Q2 202552.3K$3M+7.13%
Q1 202552.3K$3M+7.13%
Q4 202455.8K$4M+7.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bestgate Wealth Advisors, LLC’s full portfolio or all institutional holders of SPYM.