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

MCF 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	$19K	Hold	216	–	–	﹤0.01%	909
2026 Q1	$16.5K	Buy	216 +57	+36%	+$4.56K	﹤0.01%	861
2025 Q4	$12.8K	Sell	159 -726	-82%	-$57.7K	﹤0.01%	778
2025 Q3	$69.3K	Buy	+885	New	+$66.8K	﹤0.01%	378
2023 Q4	–	Sell	-40	Closed	-$2.01K	–	982
2023 Q3	$2.01K	Buy	+40	New	+$2.09K	﹤0.01%	769
2019 Q4	–	Sell	-2,552	Closed	-$89K	–	471
2019 Q3	$89K	Hold	2,552	–	–	0.01%	194
2019 Q2	$88K	Buy	2,552 +340	+15%	+$11.5K	0.01%	195
2019 Q1	$74K	Buy	2,212 +373	+20%	+$11.9K	0.01%	198
2018 Q4	$54K	Buy	+1,839	New	+$58K	0.01%	210

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

MCF Advisors's SPYM Position: Q2 2026 in Review

MCF Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 216 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

MCF Advisors first reported a position in SPYM in Q4 2018 and has held it in 9 quarters since. The position peaked at $89K in Q3 2019. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MCF Advisors held 216 shares of State Street SPDR Portfolio S&P 500 ETF worth $19K as of Q2 2026.
MCF Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #909 holding.
MCF Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 9 quarters since.
MCF Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $89K in Q3 2019.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.