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 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 $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M Holdings Securities's SPYM Position: Q1 2026 in Review

M Holdings Securities increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q1 2026, buying an estimated $377K and bringing the position to 33,691 shares worth $2.71M. The position accounts for 0.18% of the portfolio, ranked #101.

M Holdings Securities first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.08M in Q2 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

M Holdings Securities held 33,691 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.71M as of Q1 2026.
M Holdings Securities bought 4,711 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $377K.
State Street SPDR Portfolio S&P 500 ETF made up 0.18% of M Holdings Securities's portfolio in Q1 2026, its #101 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 4 quarters since.
M Holdings Securities's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.08M in Q2 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.