Members Trust’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Members Trust’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	$227K	Buy	+2,580	New	+$220K	0.01%	147
2026 Q1	–	Sell	-2,580	Closed	-$207K	–	157
2025 Q4	$207K	Hold	2,580	–	–	0.01%	144
2025 Q3	$202K	Buy	+2,580	New	+$195K	0.01%	144

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Members Trust's SPYM Position: Q2 2026 in Review

Members Trust opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,580 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #147 among its holdings. This is a return to the name: Members Trust previously reported a position in SPYM as recently as Q4 2025.

Members Trust first reported a position in SPYM in Q3 2025 and has held it in 3 quarters since. 889 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Members Trust held 2,580 shares of State Street SPDR Portfolio S&P 500 ETF worth $227K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Members Trust position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Members Trust's portfolio in Q2 2026, its #147 holding.
Members Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
889 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Members Trust's 13F filing for Q2 2026, filed 31 Jul 2026.