M3 Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

M3 Advisory Group’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	$228K	Hold	2,975	–	–	0.14%	129
2025 Q4	$239K	Hold	2,975	–	–	0.15%	123
2025 Q3	$233K	Hold	2,975	–	–	0.15%	128
2025 Q2	$216K	Buy	+2,975	New	+$200K	0.15%	134
2025 Q1	–	Sell	-2,975	Closed	-$205K	–	149
2024 Q4	$205K	Hold	2,975	–	–	0.15%	140
2024 Q3	$201K	Sell	2,975 -4,819	-62%	-$313K	0.15%	151
2024 Q2	$499K	Buy	7,794 +17	+0.2%	+$1.05K	0.41%	55
2024 Q1	$479K	Hold	7,777	–	–	0.43%	52
2023 Q4	$435K	Buy	+7,777	New	+$407K	0.51%	44

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

M3 Advisory Group's SPYM Position: Q1 2026 in Review

M3 Advisory Group held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 2,975 shares worth $228K. The position accounts for 0.14% of the portfolio, ranked #129.

M3 Advisory Group first reported a position in SPYM in Q4 2023 and has held it in 9 quarters since. The position peaked at $499K in Q2 2024. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

M3 Advisory Group held 2,975 shares of State Street SPDR Portfolio S&P 500 ETF worth $228K as of Q1 2026.
M3 Advisory Group left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.14% of M3 Advisory Group's portfolio in Q1 2026, its #129 holding.
M3 Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
M3 Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $499K in Q2 2024.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.