MWM
SPYM

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
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

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MBE Wealth Management's SPYM Position: Q2 2026 in Review

MBE Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.4% in Q2 2026, buying an estimated $52.1K and bringing the position to 14,463 shares worth $1.27M. The position accounts for 0.45% of the portfolio, ranked #35.

MBE Wealth Management first reported a position in SPYM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.98M in Q4 2024. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • MBE Wealth Management held 14,463 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.27M as of Q2 2026.
  • MBE Wealth Management bought 611 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $52.1K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.45% of MBE Wealth Management's portfolio in Q2 2026, its #35 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 21 quarters since.
  • MBE Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.98M in Q4 2024.
  • 852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.