MGWM
SPYM

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

Marks Group 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
Q2 		$98.3M Buy
1,119,123
+845,947
+310% +$72.2M 8.57% 1
2026
Q1 		$20.9M Buy
273,176
+262,416
+2,439% +$21M 2.02% 4
2025
Q4 		$863K Buy
+10,760
New +$856K 0.08% 203

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Marks Group Wealth Management's SPYM Position: Q2 2026 in Review

Marks Group Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 310% in Q2 2026, buying an estimated $72.2M and bringing the position to 1,119,123 shares worth $98.3M. The position accounts for 8.57% of the portfolio, ranked #1.

Marks Group Wealth Management first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 891 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Marks Group Wealth Management held 1,119,123 shares of State Street SPDR Portfolio S&P 500 ETF worth $98.3M as of Q2 2026.
  • Marks Group Wealth Management bought 845,947 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $72.2M.
  • State Street SPDR Portfolio S&P 500 ETF made up 8.57% of Marks Group Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Marks Group Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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