Matrix Private Capital Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Matrix Private Capital Group’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	$51.5K	Hold	586	–	–	0.02%	116
2026 Q1	$44.9K	Buy	+586	New	+$46.9K	0.02%	117
2022 Q3	–	Sell	-41	Closed	-$2K	–	238
2022 Q2	$2K	Buy	41 +10	+32%	+$482	﹤0.01%	241
2022 Q1	$2K	Hold	31	–	–	﹤0.01%	253
2021 Q4	$2K	Buy	31 +2	+7%	+$108	﹤0.01%	263
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	243
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	244
2021 Q1	$1K	Buy	29 +7	+32%	+$317	﹤0.01%	238
2020 Q4	$1K	Buy	+22	New	+$917	﹤0.01%	219

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

Matrix Private Capital Group's SPYM Position: Q2 2026 in Review

Matrix Private Capital Group held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 586 shares worth $51.5K. The position accounts for 0.02% of the portfolio, ranked #116.

Matrix Private Capital Group first reported a position in SPYM in Q4 2020 and has held it in 9 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Matrix Private Capital Group held 586 shares of State Street SPDR Portfolio S&P 500 ETF worth $51.5K as of Q2 2026.
Matrix Private Capital Group left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Matrix Private Capital Group's portfolio in Q2 2026, its #116 holding.
Matrix Private Capital Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 9 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 Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.