MWM
SPYM

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

Maripau Wealth 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 		$19.1M Buy
249,970
+22,668
+10% +$1.81M 8.41% 1
2025
Q4 		$18.2M Buy
227,302
+7,999
+4% +$636K 8.39% 2
2025
Q3 		$17.2M Buy
219,303
+10,744
+5% +$810K 8.65% 2
2025
Q2 		$15.3M Sell
208,559
-35,366
-14% -$2.38M 7.69% 2
2025
Q1 		$16M Buy
243,925
+43,488
+22% +$3.01M 9.21% 2
2024
Q4 		$13.8M Buy
200,437
+50,486
+34% +$3.5M 8.2% 2
2024
Q3 		$10.1M Buy
149,951
+16,347
+12% +$1.06M 8.77% 2
2024
Q2 		$8.55M Buy
133,604
+81
+0.1% +$4.99K 5.84% 2
2024
Q1 		$8.22M Sell
133,523
-25,173
-16% -$1.47M 6.16% 3
2023
Q4 		$8.87M Sell
158,696
-348
-0.2% -$18.2K 7.71% 3
2023
Q3 		$7.99M Buy
159,044
+27,441
+21% +$1.44M 7.35% 2
2023
Q2 		$6.86M Buy
131,603
+5,804
+5% +$286K 6.1% 3
2023
Q1 		$6.06M Sell
125,799
-844
-0.7% -$39.6K 6.3% 3
2022
Q4 		$5.79M Sell
126,643
-3,113
-2% -$141K 6.02% 3
2022
Q3 		$5.89M Buy
129,756
+5,782
+5% +$270K 6.36% 4
2022
Q2 		$5.99M Sell
123,974
-17,902
-13% -$863K 6.48% 4
2022
Q1 		$7.16M Buy
141,876
+25,262
+22% +$1.32M 6.47% 4
2021
Q4 		$6.16M Buy
+116,614
New +$6.3M 5.84% 4

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

Maripau Wealth Management's SPYM Position: Q1 2026 in Review

Maripau Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 10% in Q1 2026, buying an estimated $1.81M and bringing the position to 249,970 shares worth $19.1M. The position accounts for 8.41% of the portfolio, ranked #1.

Maripau Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Maripau Wealth Management held 249,970 shares of State Street SPDR Portfolio S&P 500 ETF worth $19.1M as of Q1 2026.
  • Maripau Wealth Management bought 22,668 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.81M.
  • State Street SPDR Portfolio S&P 500 ETF made up 8.41% of Maripau Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Maripau Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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