MFA
SPYM

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

Mayflower Financial Advisors’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 		$41.9M Buy
476,835
+101,408
+27% +$8.65M 3.62% 2
2026
Q1 		$28.7M Buy
375,427
+51,387
+16% +$4.11M 3.49% 2
2025
Q4 		$26M Buy
324,040
+4,061
+1% +$323K 3.14% 2
2025
Q3 		$25.1M Buy
319,979
+11,825
+4% +$892K 3.15% 2
2025
Q2 		$22.4M Sell
308,154
-32,343
-9% -$2.17M 3.12% 2
2025
Q1 		$22.4M Buy
340,497
+13,499
+4% +$934K 3.4% 2
2024
Q4 		$22.5M Buy
326,998
+43,179
+15% +$2.99M 3.37% 2
2024
Q3 		$19.2M Sell
283,819
-6,887
-2% -$448K 2.88% 4
2024
Q2 		$18.6M Sell
290,706
-14,133
-5% -$870K 3.05% 3
2024
Q1 		$18.8M Sell
304,839
-54,202
-15% -$3.17M 3.14% 2
2023
Q4 		$20.1M Buy
359,041
+89,978
+33% +$4.71M 2.77% 4
2023
Q3 		$13.5M Sell
269,063
-102,330
-28% -$5.35M 2.02% 10
2023
Q2 		$19.4M Sell
371,393
-46,208
-11% -$2.28M 2.51% 6
2023
Q1 		$20.1M Buy
417,601
+63,070
+18% +$2.96M 2.64% 6
2022
Q4 		$15.9M Buy
354,531
+107,580
+44% +$4.86M 2.21% 7
2022
Q3 		$10.4M Buy
246,951
+82,789
+50% +$3.87M 1.67% 13
2022
Q2 		$7.28M Buy
164,162
+95,245
+138% +$4.59M 1.12% 24
2022
Q1 		$3.66M Buy
68,917
+52,953
+332% +$2.77M 0.49% 44
2021
Q4 		$891K Buy
15,964
+8,746
+121% +$472K 0.12% 122
2021
Q3 		$383K Buy
+7,218
New +$374K 0.05% 224

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

Mayflower Financial Advisors's SPYM Position: Q2 2026 in Review

Mayflower Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 27% in Q2 2026, buying an estimated $8.65M and bringing the position to 476,835 shares worth $41.9M. The position accounts for 3.62% of the portfolio, ranked #2.

Mayflower Financial Advisors first reported a position in SPYM in Q3 2021 and has held it in 20 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Mayflower Financial Advisors held 476,835 shares of State Street SPDR Portfolio S&P 500 ETF worth $41.9M as of Q2 2026.
  • Mayflower Financial Advisors bought 101,408 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $8.65M.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.62% of Mayflower Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Mayflower Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.