MFS
SPYM

McNamara Financial Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

McNamara Financial 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 		$4.38M Buy
49,792
+44
+0.1% +$3.75K 0.75% 18
2026
Q1 		$3.81M Sell
49,748
-121
-0.2% -$9.68K 0.72% 20
2025
Q4 		$4M Sell
49,869
-103,916
-68% -$8.26M 0.76% 20
2025
Q3 		$12M Sell
153,785
-599
-0.4% -$45.2K 2.24% 9
2025
Q2 		$11.2M Sell
154,384
-1,430
-0.9% -$96.2K 2.22% 9
2025
Q1 		$10.2M Sell
155,814
-2,923
-2% -$202K 2.2% 9
2024
Q4 		$10.9M Sell
158,737
-2,746
-2% -$190K 2.57% 9
2024
Q3 		$10.9M Sell
161,483
-759
-0.5% -$49.4K 2.15% 9
2024
Q2 		$10.4M Buy
162,242
+14,754
+10% +$908K 2.2% 9
2024
Q1 		$9.07M Sell
147,488
-975
-0.7% -$57.1K 1.94% 9
2023
Q4 		$8.3M Buy
148,463
+3,964
+3% +$208K 1.86% 9
2023
Q3 		$7.26M Buy
144,499
+838
+0.6% +$43.8K 1.81% 9
2023
Q2 		$7.48M Sell
143,661
-123
-0.1% -$6.07K 1.79% 9
2023
Q1 		$6.92M Buy
143,784
+3,352
+2% +$157K 1.72% 9
2022
Q4 		$6.32M Buy
140,432
+3,840
+3% +$174K 1.67% 10
2022
Q3 		$5.74M Sell
136,592
-404
-0.3% -$18.9K 1.65% 10
2022
Q2 		$6.07M Sell
136,996
-1,164
-0.8% -$56.1K 1.72% 10
2022
Q1 		$7.34M Sell
138,160
-735
-0.5% -$38.5K 1.99% 8
2021
Q4 		$7.75M Sell
138,895
-1,351
-1% -$73K 2.02% 8
2021
Q3 		$7.08M Buy
140,246
+375
+0.3% +$19.5K 1.94% 8
2021
Q2 		$7.04M Buy
139,871
+5,570
+4% +$273K 1.94% 8
2021
Q1 		$5.9M Buy
134,301
+770
+0.6% +$34.9K 1.8% 10
2020
Q4 		$5.25M Hold
133,531
– – 1.78% 10
2020
Q3 		$5.25M Buy
133,531
+2,737
+2% +$107K 1.78% 10
2020
Q2 		$4.74M Buy
130,794
+1,702
+1% +$58.5K 1.69% 10
2020
Q1 		$3.9M Buy
129,092
+8,540
+7% +$306K 1.6% 10
2019
Q4 		$4.56M Buy
120,552
+4,001
+3% +$145K 1.69% 13
2019
Q3 		$4.03M Buy
116,551
+11,965
+11% +$416K 1.63% 13
2019
Q2 		$3.48M Buy
104,586
+21,272
+26% +$721K 1.45% 13
2019
Q1 		$2.43M Buy
83,314
+18,158
+28% +$580K 1.13% 14
2018
Q4 		$2.22M Hold
65,156
– – 0.94% 15
2018
Q3 		$2.22M Buy
65,156
+5,984
+10% +$200K 0.94% 15
2018
Q2 		$1.89M Buy
59,172
+9,623
+19% +$305K 0.83% 15
2018
Q1 		$1.53M Buy
49,549
+16,880
+52% +$540K 0.7% 13
2017
Q4 		$1.02M Buy
+32,669
New +$997K 0.47% 16

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

McNamara Financial Services's SPYM Position: Q2 2026 in Review

McNamara Financial Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.09% in Q2 2026, buying an estimated $3.75K and bringing the position to 49,792 shares worth $4.38M. The position accounts for 0.75% of the portfolio, ranked #18.

McNamara Financial Services first reported a position in SPYM in Q4 2017 and has held it in 35 quarters since. The position peaked at $12M in Q3 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • McNamara Financial Services held 49,792 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.38M as of Q2 2026.
  • McNamara Financial Services bought 44 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.75K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.75% of McNamara Financial Services's portfolio in Q2 2026, its #18 holding.
  • McNamara Financial 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.
  • McNamara Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $12M in Q3 2025.
  • 1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.