M Holdings Securities’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

M Holdings Securities’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 Q2	$3.08M	Buy	35,412 +1,721	+5%	+$147K	0.42%	42
2026 Q1	$2.71M	Buy	33,691 +4,711	+16%	+$377K	0.18%	101
2025 Q4	$2.33M	Buy	28,980 +9,238	+47%	+$735K	0.17%	110
2025 Q3	$1.55M	Sell	19,742 -64,069	-76%	-$4.83M	0.33%	43
2025 Q2	$6.08M	Buy	+83,811	New	+$5.64M	1.04%	25

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M Holdings Securities's SPYM Position: Q2 2026 in Review

M Holdings Securities increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.1% in Q2 2026, buying an estimated $147K and bringing the position to 35,412 shares worth $3.08M. The position accounts for 0.42% of the portfolio, ranked #42.

M Holdings Securities first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.08M in Q2 2025. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

M Holdings Securities held 35,412 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.08M as of Q2 2026.
M Holdings Securities bought 1,721 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $147K.
State Street SPDR Portfolio S&P 500 ETF made up 0.42% of M Holdings Securities's portfolio in Q2 2026, its #42 holding.
M Holdings Securities first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
M Holdings Securities's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.08M in Q2 2025.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.