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

McMill 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 Q1	$905K	Sell	9,565 -294,563	-97%	-$23.6M	0.24%	36
2025 Q4	$24.4M	Sell	304,128 -1,746	-0.6%	-$139K	6.86%	4
2025 Q3	$24M	Sell	305,874 -7,123	-2%	-$537K	6.83%	4
2025 Q2	$22.7M	Sell	312,997 -3,466	-1%	-$233K	7.52%	2
2025 Q1	$20.8M	Buy	316,463 +16,629	+6%	+$1.15M	7.5%	2
2024 Q4	$20.7M	Buy	+299,834	New	+$20.8M	8.37%	2

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McMill Wealth Management's SPYM Position: Q1 2026 in Review

McMill Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 97% in Q1 2026, selling an estimated $23.6M and leaving 9,565 shares worth $905K. The position accounts for 0.24% of the portfolio, ranked #36.

McMill Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.4M in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

McMill Wealth Management held 9,565 shares of State Street SPDR Portfolio S&P 500 ETF worth $905K as of Q1 2026.
McMill Wealth Management sold 294,563 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $23.6M.
State Street SPDR Portfolio S&P 500 ETF made up 0.24% of McMill Wealth Management's portfolio in Q1 2026, its #36 holding.
McMill Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
McMill Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $24.4M in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.