MTC
SPYM

Matrix Trust Company’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Matrix Trust Company’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 		$1.19M Buy
+13,571
New +$1.16M 0.17% 54

Other funds holding SPYM

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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Matrix Trust Company's SPYM Position: Q2 2026 in Review

Matrix Trust Company opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 13,571 shares worth $1.19M. The stake represents 0.17% of the portfolio and ranks #54 among its holdings.

334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Matrix Trust Company held 13,571 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.19M as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Matrix Trust Company position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.17% of Matrix Trust Company's portfolio in Q2 2026, its #54 holding.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.