MWP
SPYM

Madison Wealth Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Madison Wealth Partners’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 		$684K Buy
7,782
+2,475
+47% +$211K 0.09% 122
2026
Q1 		$406K Buy
+5,307
New +$424K 0.06% 132

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Madison Wealth Partners's SPYM Position: Q2 2026 in Review

Madison Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 47% in Q2 2026, buying an estimated $211K and bringing the position to 7,782 shares worth $684K. The position accounts for 0.09% of the portfolio, ranked #122.

Madison Wealth Partners first reported a position in SPYM in Q1 2026 and has held it in 2 quarters since. 1,727 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Madison Wealth Partners held 7,782 shares of State Street SPDR Portfolio S&P 500 ETF worth $684K as of Q2 2026.
  • Madison Wealth Partners bought 2,475 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $211K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Madison Wealth Partners's portfolio in Q2 2026, its #122 holding.
  • Madison Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,727 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.