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 Q2	$323K	Sell	432 -32	-7%	-$23.2K	0.25%	50
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M Wealth Management LLC's SPY Position: Q2 2026 in Review

M Wealth Management LLC reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.9% in Q2 2026, selling an estimated $23.2K and leaving 432 shares worth $323K. The position accounts for 0.25% of the portfolio, ranked #50.

M Wealth Management LLC first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $336K in Q4 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

M Wealth Management LLC held 432 shares of State Street SPDR S&P 500 ETF Trust worth $323K as of Q2 2026.
M Wealth Management LLC sold 32 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $23.2K.
State Street SPDR S&P 500 ETF Trust made up 0.25% of M Wealth Management LLC's portfolio in Q2 2026, its #50 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 7 quarters since.
M Wealth Management LLC's State Street SPDR S&P 500 ETF Trust position peaked at $336K in Q4 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.