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 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

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

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

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

MFA Wealth Services's SPYM Position: Q2 2026 in Review

MFA Wealth Services opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,612 shares worth $230K. The stake represents 0.14% of the portfolio and ranks #123 among its holdings. This is a return to the name: MFA Wealth Services previously reported a position in SPYM as recently as Q4 2025.

MFA Wealth Services first reported a position in SPYM in Q3 2025 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MFA Wealth Services held 2,612 shares of State Street SPDR Portfolio S&P 500 ETF worth $230K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new MFA Wealth Services position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.14% of MFA Wealth Services's portfolio in Q2 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 3 quarters since.
489 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.