MCWS
SPYM

McKinley Carter Wealth Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

McKinley Carter Wealth Services’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 		$2.91M Hold
33,163
– – 0.15% 106
2026
Q1 		$2.54M Sell
33,163
-34,901
-51% -$2.79M 0.15% 111
2025
Q4 		$5.46M Sell
68,064
-8,269
-11% -$658K 0.31% 75
2025
Q3 		$5.98M Sell
76,333
-1,628
-2% -$123K 0.31% 65
2025
Q2 		$5.67M Sell
77,961
-1,666
-2% -$112K 0.31% 66
2025
Q1 		$5.24M Sell
79,627
-9,927
-11% -$687K 0.32% 61
2024
Q4 		$6.17M Sell
89,554
-8,750
-9% -$607K 0.38% 60
2024
Q3 		$6.64M Sell
98,304
-684
-0.7% -$44.5K 0.4% 55
2024
Q2 		$6.34M Sell
98,988
-6,474
-6% -$399K 0.4% 57
2024
Q1 		$6.49M Sell
105,462
-5,534
-5% -$324K 0.43% 57
2023
Q4 		$6.2M Sell
110,996
-1,072
-1% -$56.2K 0.45% 56
2023
Q3 		$5.63M Sell
112,068
-669
-0.6% -$35K 0.45% 50
2023
Q2 		$5.87M Sell
112,737
-4,469
-4% -$221K 0.44% 52
2023
Q1 		$5.64M Sell
117,206
-5,916
-5% -$278K 0.44% 50
2022
Q4 		$5.54M Buy
123,122
+17,173
+16% +$776K 0.47% 48
2022
Q3 		$4.45M Sell
105,949
-1,038
-1% -$48.5K 0.41% 53
2022
Q2 		$4.74M Sell
106,987
-579
-0.5% -$27.9K 0.42% 50
2022
Q1 		$5.71M Sell
107,566
-2,807
-3% -$147K 0.45% 48
2021
Q4 		$6.16M Sell
110,373
-2,126
-2% -$115K 0.46% 51
2021
Q3 		$5.68M Sell
112,499
-1,677
-1% -$87K 0.47% 49
2021
Q2 		$5.75M Sell
114,176
-8,088
-7% -$397K 0.48% 48
2021
Q1 		$5.7M Sell
122,264
-91,866
-43% -$4.17M 0.49% 47
2020
Q4 		$9.41M Buy
214,130
+92,178
+76% +$3.84M 1.23% 12
2020
Q3 		$4.8M Sell
121,952
-24,027
-16% -$936K 1.08% 24
2020
Q2 		$5.29M Sell
145,979
-1,456
-1% -$50.1K 1.3% 15
2020
Q1 		$4.46M Sell
147,435
-35,271
-19% -$1.27M 1.33% 12
2019
Q4 		$6.91M Sell
182,706
-7,756
-4% -$280K 1.62% 8
2019
Q3 		$6.64M Buy
190,462
+55,209
+41% +$1.92M 1.7% 8
2019
Q2 		$4.67M Buy
135,253
+2,812
+2% +$95.3K 1.26% 12
2019
Q1 		$4.4M Buy
132,441
+7,949
+6% +$254K 1.24% 13
2018
Q4 		$3.64M Buy
124,492
+7,131
+6% +$225K 1.2% 13
2018
Q3 		$4M Buy
117,361
+8,118
+7% +$271K 1.19% 15
2018
Q2 		$3.48M Buy
109,243
+11,000
+11% +$349K 1.12% 15
2018
Q1 		$3.04M Buy
98,243
+14,981
+18% +$479K 0.99% 18
2017
Q4 		$2.61M Buy
+83,262
New +$2.54M 0.9% 26

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

McKinley Carter Wealth Services's SPYM Position: Q2 2026 in Review

McKinley Carter Wealth Services held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 33,163 shares worth $2.91M. The position accounts for 0.15% of the portfolio, ranked #106.

McKinley Carter Wealth Services first reported a position in SPYM in Q4 2017 and has held it in 35 quarters since. The position peaked at $9.41M in Q4 2020. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • McKinley Carter Wealth Services held 33,163 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.91M as of Q2 2026.
  • McKinley Carter Wealth Services 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 0.15% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #106 holding.
  • McKinley Carter Wealth Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
  • McKinley Carter Wealth Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.41M in Q4 2020.
  • 1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.