MBE Wealth Management
SPYM icon

MBE Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

MBE Wealth Management’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
Q3 		$1.44M Buy
15,991
+1,528
+11% +$137K 0.51% 31
2026
Q2 		$1.27M Buy
14,463
+611
+4% +$52.1K 0.45% 35
2026
Q1 		$1.06M Buy
13,852
+256
+2% +$20.5K 0.44% 39
2025
Q4 		$1.09M Buy
13,596
+301
+2% +$23.9K 0.46% 33
2025
Q3 		$1.04M Sell
13,295
-338
-2% -$25.5K 0.45% 34
2025
Q2 		$991K Sell
13,633
-1,042
-7% -$70.1K 0.43% 33
2025
Q1 		$965K Sell
14,675
-14,105
-49% -$976K 0.46% 33
2024
Q4 		$1.98M Buy
28,780
+3,869
+16% +$268K 1.12% 15
2024
Q3 		$1.68M Buy
24,911
+1,961
+9% +$128K 0.93% 16
2024
Q2 		$1.47M Buy
22,950
+378
+2% +$23.3K 0.89% 16
2024
Q1 		$1.39M Sell
22,572
-934
-4% -$54.7K 0.86% 17
2023
Q4 		$1.31M Sell
23,506
-2,844
-11% -$149K 0.67% 19
2023
Q3 		$1.32M Sell
26,350
-942
-3% -$49.3K 0.76% 17
2023
Q2 		$1.42M Buy
27,292
+9,321
+52% +$460K 0.76% 17
2023
Q1 		$865K Buy
17,971
+7,732
+76% +$363K 0.51% 23
2022
Q4 		$461K Buy
10,239
+1,516
+17% +$68.5K 0.3% 33
2022
Q3 		$366K Buy
8,723
+2,407
+38% +$112K 0.27% 35
2022
Q2 		$280K Buy
6,316
+595
+10% +$28.7K 0.2% 50
2022
Q1 		$304K Buy
5,721
+558
+11% +$29.2K 0.18% 48
2021
Q4 		$288K Buy
5,163
+434
+9% +$23.4K 0.15% 45
2021
Q3 		$239K Buy
4,729
+44
+0.9% +$2.28K 0.12% 47
2021
Q2 		$236K Buy
+4,685
New +$230K 0.12% 47

Other funds holding SPYM

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

MBE Wealth Management's SPYM Position: Q3 2026 in Review

MBE Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q3 2026, buying an estimated $137K and bringing the position to 15,991 shares worth $1.44M. The position accounts for 0.51% of the portfolio, ranked #31.

MBE Wealth Management first reported a position in SPYM in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.98M in Q4 2024. 845 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • MBE Wealth Management held 15,991 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.44M as of Q3 2026.
  • MBE Wealth Management bought 1,528 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $137K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.51% of MBE Wealth Management's portfolio in Q3 2026, its #31 holding.
  • MBE Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 22 quarters since.
  • MBE Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.98M in Q4 2024.
  • 845 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.