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

MBM Wealth Consultants’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	$3.87M	Sell	44,032 -2,876	-6%	-$245K	0.75%	18
2026 Q1	$3.59M	Buy	46,908 +931	+2%	+$74.5K	0.82%	18
2025 Q4	$3.69M	Buy	45,977 +1,601	+4%	+$127K	0.88%	16
2025 Q3	$3.48M	Sell	44,376 -912	-2%	-$68.8K	0.86%	16
2025 Q2	$3.29M	Buy	45,288 +540	+1%	+$36.3K	0.88%	15
2025 Q1	$2.94M	Buy	44,748 +1,079	+2%	+$74.6K	0.87%	15
2024 Q4	$3M	Buy	43,669 +1,453	+3%	+$101K	0.89%	16
2024 Q3	$2.85M	Buy	42,216 +7	+0%	+$455	0.9%	16
2024 Q2	$2.76M	Buy	42,209 +2,569	+6%	+$158K	0.94%	16
2024 Q1	$2.44M	Buy	39,640 +1,508	+4%	+$88.3K	0.86%	15
2023 Q4	$2.2M	Buy	38,132 +2,491	+7%	+$131K	0.82%	17
2023 Q3	$1.81M	Buy	35,641 +2,421	+7%	+$127K	0.79%	18
2023 Q2	$1.74M	Buy	33,220 +9,709	+41%	+$479K	0.75%	21
2023 Q1	$1.53M	Sell	23,511 -1	-0%	-$47	0.62%	23
2022 Q4	$1.06M	Buy	23,512 +2,663	+13%	+$120K	0.49%	23
2022 Q3	$898K	Buy	20,849 +846	+4%	+$39.5K	0.43%	25
2022 Q2	$887K	Buy	+20,003	New	+$964K	0.43%	26

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

MBM Wealth Consultants's SPYM Position: Q2 2026 in Review

MBM Wealth Consultants reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.1% in Q2 2026, selling an estimated $245K and leaving 44,032 shares worth $3.87M. The position accounts for 0.75% of the portfolio, ranked #18.

MBM Wealth Consultants first reported a position in SPYM in Q2 2022 and has held it in 17 quarters since. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MBM Wealth Consultants held 44,032 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.87M as of Q2 2026.
MBM Wealth Consultants sold 2,876 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $245K.
State Street SPDR Portfolio S&P 500 ETF made up 0.75% of MBM Wealth Consultants's portfolio in Q2 2026, its #18 holding.
MBM Wealth Consultants first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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