MFG
SPYM

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

Magnus 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
Q1 		– Sell
-10,231
Closed -$821K – 423
2025
Q4 		$821K Buy
10,231
+481
+5% +$38.3K 0.06% 191
2025
Q3 		$764K Sell
9,750
-19
-0.2% -$1.43K 0.06% 195
2025
Q2 		$710K Sell
9,769
-6,025
-38% -$405K 0.06% 187
2025
Q1 		$1.04M Sell
15,794
-3,542
-18% -$245K 0.1% 152
2024
Q4 		$1.33M Buy
19,336
+1,315
+7% +$91.1K 0.13% 123
2024
Q3 		$1.22M Sell
18,021
-1,590
-8% -$103K 0.12% 129
2024
Q2 		$1.26M Sell
19,611
-3,072
-14% -$189K 0.14% 113
2024
Q1 		$1.4M Buy
22,683
+3,206
+16% +$188K 0.17% 106
2023
Q4 		$1.09M Buy
19,477
+22
+0.1% +$1.15K 0.14% 117
2023
Q3 		$978K Buy
19,455
+4,816
+33% +$252K 0.14% 114
2023
Q2 		$763K Sell
14,639
-76
-0.5% -$3.75K 0.11% 138
2023
Q1 		$709K Buy
+14,715
New +$690K 0.11% 141
2021
Q3 		– Sell
-10,049
Closed -$506K – 257
2021
Q2 		$506K Buy
10,049
+1,441
+17% +$70.7K 0.11% 129
2021
Q1 		$401K Buy
8,608
+929
+12% +$42.1K 0.1% 139
2020
Q4 		$338K Buy
7,679
+2,366
+45% +$98.7K 0.03% 198
2020
Q3 		$209K Buy
+5,313
New +$207K 0.02% 260

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Magnus Financial Group's SPYM Position: Q1 2026 in Review

Magnus Financial Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 10,231 shares — an estimated $821K sold.

Magnus Financial Group first reported a position in SPYM in Q3 2020 and held it in 16 quarters. The position peaked at $1.4M in Q1 2024. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Magnus Financial Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Magnus Financial Group sold 10,231 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $821K.
  • Magnus Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and held it in 16 quarters.
  • Magnus Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.4M in Q1 2024.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.