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

MFA Wealth 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 Q3	$235K	Buy	2,619 +7	+0.3%	+$626	0.14%	123
2026 Q2	$230K	Buy	+2,612	New	+$223K	0.14%	123
2026 Q1	–	Sell	-2,599	Closed	-$208K	–	125
2025 Q4	$208K	Buy	2,599 +8	+0.3%	+$636	0.14%	113
2025 Q3	$203K	Buy	+2,591	New	+$195K	0.14%	121

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

MFA Wealth Services's SPYM Position: Q3 2026 in Review

MFA Wealth Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.27% in Q3 2026, buying an estimated $626 and bringing the position to 2,619 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #123.

MFA Wealth Services first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 521 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

MFA Wealth Services held 2,619 shares of State Street SPDR Portfolio S&P 500 ETF worth $235K as of Q3 2026.
MFA Wealth Services bought 7 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $626.
State Street SPDR Portfolio S&P 500 ETF made up 0.14% of MFA Wealth Services's portfolio in Q3 2026, its #123 holding.
MFA Wealth Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.