Mason Investment Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Mason Investment Advisory Services’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	$994K	Hold	12,988	–	–	0.05%	29
2025 Q4	$1.04M	Hold	12,988	–	–	0.05%	25
2025 Q3	$1.02M	Sell	12,988 -68	-0.5%	-$5.13K	0.05%	29
2025 Q2	$949K	Hold	13,056	–	–	0.05%	28
2025 Q1	$859K	Hold	13,056	–	–	0.05%	27
2024 Q4	$900K	Sell	13,056 -438	-3%	-$30.4K	0.05%	25
2024 Q3	$911K	Hold	13,494	–	–	0.05%	24
2024 Q2	$864K	Sell	13,494 -424	-3%	-$26.1K	0.05%	23
2024 Q1	$856K	Sell	13,918 -50	-0.4%	-$2.93K	0.06%	24
2023 Q4	$781K	Buy	13,968 +50	+0.4%	+$2.62K	0.06%	24
2023 Q3	$700K	Buy	+13,918	New	+$728K	0.06%	22

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

Mason Investment Advisory Services's SPYM Position: Q1 2026 in Review

Mason Investment Advisory Services held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 12,988 shares worth $994K. The position accounts for 0.05% of the portfolio, ranked #29.

Mason Investment Advisory Services first reported a position in SPYM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Mason Investment Advisory Services held 12,988 shares of State Street SPDR Portfolio S&P 500 ETF worth $994K as of Q1 2026.
Mason Investment Advisory Services left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Mason Investment Advisory Services's portfolio in Q1 2026, its #29 holding.
Mason Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Mason Investment Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.04M in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.