MGO One Seven’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

MGO One Seven’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	$41.9M	Buy	476,898 +84,667	+22%	+$7.22M	0.69%	20
2026 Q1	$30M	Buy	392,231 +100,422	+34%	+$8.03M	0.6%	26
2025 Q4	$23.4M	Buy	291,809 +141,957	+95%	+$11.3M	0.48%	33
2025 Q3	$11.7M	Buy	149,852 +26,338	+21%	+$1.99M	0.27%	78
2025 Q2	$8.98M	Buy	123,514 +389	+0.3%	+$26.2K	0.29%	77
2025 Q1	$8.1M	Buy	123,125 +768	+0.6%	+$53.1K	0.31%	75
2024 Q4	$8.44M	Sell	122,357 -3,247	-3%	-$225K	0.32%	61
2024 Q3	$8.48M	Buy	125,604 +927	+0.7%	+$60.3K	0.37%	56
2024 Q2	$7.98M	Buy	124,677 +16,525	+15%	+$1.02M	0.38%	58
2024 Q1	$6.65M	Buy	108,152 +56,850	+111%	+$3.33M	0.35%	71
2023 Q4	$2.87M	Buy	51,302 +39,986	+353%	+$2.09M	0.16%	152
2023 Q3	$569K	Sell	11,316 -2,553	-18%	-$134K	0.04%	393
2023 Q2	$723K	Sell	13,869 -196,374	-93%	-$9.69M	0.07%	317
2023 Q1	$10.1M	Buy	210,243 +196,598	+1,441%	+$9.22M	0.64%	23
2022 Q4	$614K	Buy	13,645 +15	+0.1%	+$678	0.06%	332
2022 Q3	$572	Buy	13,630 +14	+0.1%	+$654	0.02%	360
2022 Q2	$604K	Buy	13,616 +13	+0.1%	+$626	0.08%	276
2022 Q1	$723K	Buy	13,603 +9	+0.1%	+$471	0.08%	279
2021 Q4	$759K	Buy	+13,594	New	+$734K	0.08%	274

Other funds holding SPYM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

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

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

MGO One Seven's SPYM Position: Q2 2026 in Review

MGO One Seven increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 22% in Q2 2026, buying an estimated $7.22M and bringing the position to 476,898 shares worth $41.9M. The position accounts for 0.69% of the portfolio, ranked #20.

MGO One Seven first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MGO One Seven held 476,898 shares of State Street SPDR Portfolio S&P 500 ETF worth $41.9M as of Q2 2026.
MGO One Seven bought 84,667 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.22M.
State Street SPDR Portfolio S&P 500 ETF made up 0.69% of MGO One Seven's portfolio in Q2 2026, its #20 holding.
MGO One Seven first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.