Mach-1 Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Mach-1 Financial 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 Q2	$713K	Sell	8,111 -56	-0.7%	-$4.78K	0.28%	41
2026 Q1	$625K	Buy	8,167 +312	+4%	+$25K	0.22%	63
2025 Q4	$630K	Sell	7,855 -111,754	-93%	-$8.89M	0.13%	142
2025 Q3	$9.37M	Buy	119,609 +111,615	+1,396%	+$8.42M	1.5%	16
2025 Q2	$581K	Buy	7,994 +859	+12%	+$57.8K	0.17%	113
2025 Q1	$469K	Buy	+7,135	New	+$493K	0.14%	128
2024 Q4	–	Sell	-7,744	Closed	-$523K	–	82
2024 Q3	$523K	Buy	7,744 +507	+7%	+$33K	0.32%	34
2024 Q2	$464K	Buy	7,237 +445	+7%	+$27.4K	0.31%	36
2024 Q1	$418K	Buy	6,792 +147	+2%	+$8.61K	0.32%	32
2023 Q4	$371K	Buy	6,645 +330	+5%	+$17.3K	0.14%	167
2023 Q3	$317K	Buy	6,315 +278	+5%	+$14.5K	0.13%	167
2023 Q2	$315K	Buy	+6,037	New	+$298K	0.09%	164

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Mach-1 Financial Group's SPYM Position: Q2 2026 in Review

Mach-1 Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.69% in Q2 2026, selling an estimated $4.78K and leaving 8,111 shares worth $713K. The position accounts for 0.28% of the portfolio, ranked #41.

Mach-1 Financial Group first reported a position in SPYM in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.37M in Q3 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Mach-1 Financial Group held 8,111 shares of State Street SPDR Portfolio S&P 500 ETF worth $713K as of Q2 2026.
Mach-1 Financial Group sold 56 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.78K.
State Street SPDR Portfolio S&P 500 ETF made up 0.28% of Mach-1 Financial Group's portfolio in Q2 2026, its #41 holding.
Mach-1 Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Mach-1 Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.37M in Q3 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.