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

Mendel Capital 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 Q2	$330K	Buy	3,751 +10	+0.3%	+$853	0.15%	78
2026 Q1	$286K	Buy	+3,741	New	+$299K	0.14%	79
2025 Q3	$283K	Buy	3,611 +11	+0.3%	+$830	0.15%	79
2025 Q2	$262K	Buy	3,600 +6	+0.2%	+$403	0.15%	81
2025 Q1	$236K	Buy	3,594 +129	+4%	+$8.92K	0.14%	86
2024 Q4	$239K	Buy	+3,465	New	+$240K	0.14%	83

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

Mendel Capital Management's SPYM Position: Q2 2026 in Review

Mendel Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.27% in Q2 2026, buying an estimated $853 and bringing the position to 3,751 shares worth $330K. The position accounts for 0.15% of the portfolio, ranked #78.

Mendel Capital Management first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Mendel Capital Management held 3,751 shares of State Street SPDR Portfolio S&P 500 ETF worth $330K as of Q2 2026.
Mendel Capital Management bought 10 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $853.
State Street SPDR Portfolio S&P 500 ETF made up 0.15% of Mendel Capital Management's portfolio in Q2 2026, its #78 holding.
Mendel Capital 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.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.