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 Q3	$330K	Buy	433 +1	+0.2%	+$760	0.25%	50
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

M Wealth Management LLC's SPY Position: Q3 2026 in Review

M Wealth Management LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.23% in Q3 2026, buying an estimated $760 and bringing the position to 433 shares worth $330K. 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 8 quarters since. The position peaked at $336K in Q4 2025. 2,975 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

M Wealth Management LLC held 433 shares of State Street SPDR S&P 500 ETF Trust worth $330K as of Q3 2026.
M Wealth Management LLC bought 1 State Street SPDR S&P 500 ETF Trust share in Q3 2026, an estimated $760.
State Street SPDR S&P 500 ETF Trust made up 0.25% of M Wealth Management LLC's portfolio in Q3 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 8 quarters since.
M Wealth Management LLC's State Street SPDR S&P 500 ETF Trust position peaked at $336K in Q4 2025.
2,975 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.