Mattson Financial Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Mattson Financial 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	$14.1M	Sell	183,725 -15,812	-8%	-$1.26M	3.36%	2
2025 Q4	$16M	Buy	199,537 +16,560	+9%	+$1.32M	3.74%	1
2025 Q3	$14.3M	Buy	182,977 +39,708	+28%	+$3M	3.43%	1
2025 Q2	$10.4M	Buy	143,269 +19,176	+15%	+$1.29M	2.81%	4
2025 Q1	$8.16M	Buy	124,093 +3,177	+3%	+$220K	2.45%	6
2024 Q4	$8.16M	Sell	120,916 -3,649	-3%	-$253K	2.59%	4
2024 Q3	$7.97M	Sell	124,565 -727	-0.6%	-$47.3K	2.86%	3
2024 Q2	$8.02M	Buy	+125,292	New	+$7.71M	2.86%	3

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

Mattson Financial Services's SPYM Position: Q1 2026 in Review

Mattson Financial Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.9% in Q1 2026, selling an estimated $1.26M and leaving 183,725 shares worth $14.1M. The position accounts for 3.36% of the portfolio, ranked #2.

Mattson Financial Services first reported a position in SPYM in Q2 2024 and has held it in 8 quarters since. The position peaked at $16M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Mattson Financial Services held 183,725 shares of State Street SPDR Portfolio S&P 500 ETF worth $14.1M as of Q1 2026.
Mattson Financial Services sold 15,812 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.26M.
State Street SPDR Portfolio S&P 500 ETF made up 3.36% of Mattson Financial Services's portfolio in Q1 2026, its #2 holding.
Mattson Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Mattson Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $16M 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 Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.