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

Mendel Money 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	$1.39M	Buy	18,210 +6,047	+50%	+$484K	0.58%	57
2025 Q4	$976K	Buy	12,163 +6,897	+131%	+$549K	0.41%	73
2025 Q3	$413K	Buy	+5,266	New	+$397K	0.17%	115

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

Mendel Money Management's SPYM Position: Q1 2026 in Review

Mendel Money Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 50% in Q1 2026, buying an estimated $484K and bringing the position to 18,210 shares worth $1.39M. The position accounts for 0.58% of the portfolio, ranked #57.

Mendel Money Management first reported a position in SPYM in Q3 2025 and has held it in 3 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Mendel Money Management held 18,210 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.39M as of Q1 2026.
Mendel Money Management bought 6,047 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $484K.
State Street SPDR Portfolio S&P 500 ETF made up 0.58% of Mendel Money Management's portfolio in Q1 2026, its #57 holding.
Mendel Money Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.