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

Market Street Wealth Management Advisors’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	$46.1M	Buy	525,107 +8,389	+2%	+$716K	6.56%	4
2026 Q1	$39.5M	Buy	516,718 +3,326	+0.6%	+$266K	6.24%	4
2025 Q4	$41.2M	Sell	513,392 -10,277	-2%	-$817K	6.4%	4
2025 Q3	$41M	Sell	523,669 -16,344	-3%	-$1.23M	6.52%	4
2025 Q2	$39.3M	Buy	540,013 +3,752	+0.7%	+$252K	6.4%	4
2025 Q1	$35.3M	Sell	536,261 -4,014	-0.7%	-$278K	5.99%	5
2024 Q4	$37.2M	Sell	540,275 -7,622	-1%	-$528K	6.25%	6
2024 Q3	$37M	Buy	547,897 +2,819	+0.5%	+$183K	6.08%	6
2024 Q2	$34.9M	Buy	545,078 +2,941	+0.5%	+$181K	5.98%	6
2024 Q1	$33.4M	Sell	542,137 -51,167	-9%	-$3M	5.86%	6
2023 Q4	$33.2M	Buy	593,304 +484,474	+445%	+$25.4M	6.94%	4
2023 Q3	$5.47M	Sell	108,830 -7,314	-6%	-$383K	1.4%	20
2023 Q2	$6.05M	Buy	116,144 +33	+0%	+$1.63K	1.54%	17
2023 Q1	$5.59M	Buy	116,111 +22,900	+25%	+$1.07M	1.47%	17
2022 Q4	$4.19M	Buy	93,211 +15,422	+20%	+$697K	1.21%	21
2022 Q3	$3.27M	Buy	+77,789	New	+$3.63M	1.04%	22

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

Market Street Wealth Management Advisors's SPYM Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.6% in Q2 2026, buying an estimated $716K and bringing the position to 525,107 shares worth $46.1M. The position accounts for 6.56% of the portfolio, ranked #4.

Market Street Wealth Management Advisors first reported a position in SPYM in Q3 2022 and has held it in 16 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Market Street Wealth Management Advisors held 525,107 shares of State Street SPDR Portfolio S&P 500 ETF worth $46.1M as of Q2 2026.
Market Street Wealth Management Advisors bought 8,389 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $716K.
State Street SPDR Portfolio S&P 500 ETF made up 6.56% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #4 holding.
Market Street Wealth Management Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.