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

MFG Wealth 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 Q3	$1.6M	Sell	17,801 -6,055	-25%	-$541K	1.16%	45
2026 Q2	$2.1M	Buy	23,856 +178	+0.8%	+$15.2K	1.5%	29
2026 Q1	$1.81M	Sell	23,678 -590	-2%	-$47.2K	1.5%	32
2025 Q4	$1.95M	Buy	24,268 +175	+0.7%	+$13.9K	1.52%	34
2025 Q3	$1.89M	Sell	24,093 -12,897	-35%	-$973K	1.43%	36
2025 Q2	$2.69M	Sell	36,990 -400	-1%	-$26.9K	2.27%	21
2025 Q1	$2.46M	Buy	37,390 +707	+2%	+$48.9K	2.35%	12
2024 Q4	$2.53M	Buy	+36,683	New	+$2.54M	2.32%	16

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

MFG Wealth Management's SPYM Position: Q3 2026 in Review

MFG Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 25% in Q3 2026, selling an estimated $541K and leaving 17,801 shares worth $1.6M. The position accounts for 1.16% of the portfolio, ranked #45.

MFG Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.69M in Q2 2025. 553 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

MFG Wealth Management held 17,801 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.6M as of Q3 2026.
MFG Wealth Management sold 6,055 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $541K.
State Street SPDR Portfolio S&P 500 ETF made up 1.16% of MFG Wealth Management's portfolio in Q3 2026, its #45 holding.
MFG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
MFG Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.69M in Q2 2025.
553 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.