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 Q2	$17.4M	Buy	196,513 +12,788	+7%	+$1.09M	3.63%	2
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 $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mattson Financial Services's SPYM Position: Q2 2026 in Review

Mattson Financial Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7% in Q2 2026, buying an estimated $1.09M and bringing the position to 196,513 shares worth $17.4M. The position accounts for 3.63% of the portfolio, ranked #2.

Mattson Financial Services first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 1,727 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Mattson Financial Services held 196,513 shares of State Street SPDR Portfolio S&P 500 ETF worth $17.4M as of Q2 2026.
Mattson Financial Services bought 12,788 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.09M.
State Street SPDR Portfolio S&P 500 ETF made up 3.63% of Mattson Financial Services's portfolio in Q2 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 9 quarters since.
1,727 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.