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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

MFG Wealth Management's SPYM Position: Q2 2026 in Review

MFG Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.75% in Q2 2026, buying an estimated $15.2K and bringing the position to 23,856 shares worth $2.1M. The position accounts for 1.5% of the portfolio, ranked #29.

MFG Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.69M in Q2 2025. 441 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MFG Wealth Management held 23,856 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.1M as of Q2 2026.
MFG Wealth Management bought 178 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $15.2K.
State Street SPDR Portfolio S&P 500 ETF made up 1.5% of MFG Wealth Management's portfolio in Q2 2026, its #29 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 7 quarters since.
MFG Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.69M in Q2 2025.
441 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.