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

Maia Wealth’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	$27.4M	Sell	312,109 -14,025	-4%	-$1.2M	4.04%	2
2026 Q1	$25M	Buy	326,134 +2,834	+0.9%	+$227K	4.22%	2
2025 Q4	$25.9M	Sell	323,300 -39,871	-11%	-$3.17M	4.42%	1
2025 Q3	$29.1M	Sell	363,171 -10,718	-3%	-$808K	4.9%	1
2025 Q2	$27.2M	Sell	373,889 -142,118	-28%	-$9.56M	5.18%	1
2025 Q1	$32.7M	Sell	516,007 -36,026	-7%	-$2.49M	7.42%	1
2024 Q4	$38.9M	Buy	552,033 +1,330	+0.2%	+$92.2K	8.38%	1
2024 Q3	$37.5M	Sell	550,703 -21,922	-4%	-$1.43M	9.27%	1
2024 Q2	$37.8M	Buy	+572,625	New	+$35.3M	11.38%	1
2023 Q4	$36.4M	Buy	+651,315	New	+$34.1M	14.7%	1

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

Maia Wealth's SPYM Position: Q2 2026 in Review

Maia Wealth reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.3% in Q2 2026, selling an estimated $1.2M and leaving 312,109 shares worth $27.4M. The position accounts for 4.04% of the portfolio, ranked #2.

Maia Wealth first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.9M in Q4 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Maia Wealth held 312,109 shares of State Street SPDR Portfolio S&P 500 ETF worth $27.4M as of Q2 2026.
Maia Wealth sold 14,025 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.2M.
State Street SPDR Portfolio S&P 500 ETF made up 4.04% of Maia Wealth's portfolio in Q2 2026, its #2 holding.
Maia Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $38.9M in Q4 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.