MAI Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

MAI Capital Management’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	$1.16M	Sell	15,116 -2,714	-15%	-$217K	0.01%	723
2025 Q4	$1.43M	Buy	17,830 +550	+3%	+$43.7K	0.01%	651
2025 Q3	$1.35M	Sell	17,280 -12,900	-43%	-$973K	0.01%	625
2025 Q2	$2.19M	Buy	30,180 +426	+1%	+$28.6K	0.02%	474
2025 Q1	$1.96M	Sell	29,754 -454	-2%	-$31.4K	0.01%	482
2024 Q4	$2.08M	Buy	30,208 +6,718	+29%	+$466K	0.02%	479
2024 Q3	$1.59M	Buy	23,490 +3,899	+20%	+$254K	0.02%	445
2024 Q2	$1.25M	Buy	19,591 +44	+0.2%	+$2.71K	0.01%	533
2024 Q1	$1.2M	Buy	19,547 +4,294	+28%	+$251K	0.01%	519
2023 Q4	$853K	Buy	15,253 +11	+0.1%	+$576	0.01%	514
2023 Q3	$766K	Hold	15,242	–	–	0.01%	497
2023 Q2	$794K	Buy	+15,242	New	+$752K	0.01%	485

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

MAI Capital Management's SPYM Position: Q1 2026 in Review

MAI Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 15% in Q1 2026, selling an estimated $217K and leaving 15,116 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #723.

MAI Capital Management first reported a position in SPYM in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.19M in Q2 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

MAI Capital Management held 15,116 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.16M as of Q1 2026.
MAI Capital Management sold 2,714 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $217K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of MAI Capital Management's portfolio in Q1 2026, its #723 holding.
MAI Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
MAI Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.19M in Q2 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.