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

Medallion Wealth 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 Q1	$1.91M	Sell	24,960 -1,863	-7%	-$149K	0.62%	37
2025 Q4	$2.15M	Sell	26,823 -1,086	-4%	-$86.4K	0.72%	28
2025 Q3	$2.19M	Sell	27,909 -71	-0.3%	-$5.36K	0.78%	25
2025 Q2	$2.03M	Buy	27,980 +24	+0.1%	+$1.61K	0.79%	26
2025 Q1	$1.84M	Buy	27,956 +4,212	+18%	+$291K	0.84%	26
2024 Q4	$1.61M	Buy	+23,744	New	+$1.65M	0.8%	24

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

Medallion Wealth Advisors's SPYM Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.9% in Q1 2026, selling an estimated $149K and leaving 24,960 shares worth $1.91M. The position accounts for 0.62% of the portfolio, ranked #37.

Medallion Wealth Advisors first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.19M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Medallion Wealth Advisors held 24,960 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.91M as of Q1 2026.
Medallion Wealth Advisors sold 1,863 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $149K.
State Street SPDR Portfolio S&P 500 ETF made up 0.62% of Medallion Wealth Advisors's portfolio in Q1 2026, its #37 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.19M in Q3 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.