M Wealth Management LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

M Wealth Management LLC’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$302K	Sell	464 -29	-6%	-$19.7K	0.25%	47
2025 Q4	$336K	Hold	493	–	–	0.29%	38
2025 Q3	$328K	Buy	493 +56	+13%	+$35.9K	0.29%	37
2025 Q2	$270K	Hold	437	–	–	0.25%	39
2025 Q1	$244K	Hold	437	–	–	0.23%	39
2024 Q4	$256K	Buy	+437	New	+$257K	0.23%	41

Other funds holding SPY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M Wealth Management LLC's SPY Position: Q1 2026 in Review

M Wealth Management LLC reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.9% in Q1 2026, selling an estimated $19.7K and leaving 464 shares worth $302K. The position accounts for 0.25% of the portfolio, ranked #47.

M Wealth Management LLC first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $336K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

M Wealth Management LLC held 464 shares of State Street SPDR S&P 500 ETF Trust worth $302K as of Q1 2026.
M Wealth Management LLC sold 29 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $19.7K.
State Street SPDR S&P 500 ETF Trust made up 0.25% of M Wealth Management LLC's portfolio in Q1 2026, its #47 holding.
M Wealth Management LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
M Wealth Management LLC's State Street SPDR S&P 500 ETF Trust position peaked at $336K in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.