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

MGB 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
2025 Q4	$1.1M	Buy	13,761 +2,503	+22%	+$199K	0.32%	66
2025 Q3	$882K	Buy	11,258 +3,193	+40%	+$241K	0.25%	86
2025 Q2	$586K	Buy	8,065 +178	+2%	+$12K	0.19%	110
2025 Q1	$518K	Buy	7,887 +273	+4%	+$18.9K	0.19%	117
2024 Q4	$525K	Buy	7,614 +1,078	+16%	+$74.7K	0.16%	110
2024 Q3	$441K	Hold	6,536	–	–	0.16%	130
2024 Q2	$430K	Hold	6,536	–	–	0.16%	125
2024 Q1	$402K	Sell	6,536 -49	-0.7%	-$2.87K	0.16%	133
2023 Q4	$368K	Buy	+6,585	New	+$345K	0.19%	134

Other funds holding SPYM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MGB Wealth Management's SPYM Position: Q4 2025 in Review

MGB Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 22% in Q4 2025, buying an estimated $199K and bringing the position to 13,761 shares worth $1.1M. The position accounts for 0.32% of the portfolio, ranked #66.

MGB Wealth Management first reported a position in SPYM in Q4 2023 and has held it in 9 quarters since. 1,592 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

MGB Wealth Management held 13,761 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.1M as of Q4 2025.
MGB Wealth Management bought 2,503 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $199K.
State Street SPDR Portfolio S&P 500 ETF made up 0.32% of MGB Wealth Management's portfolio in Q4 2025, its #66 holding.
MGB Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
1,592 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.