Mid-American Wealth Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Mid-American Wealth Advisory Group’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 Q3	–	Sell	-2,280	Closed	-$166K	–	282
2025 Q2	$166K	Buy	+2,280	New	+$153K	0.08%	53
2024 Q3	–	Sell	-3,463	Closed	-$222K	–	62
2024 Q2	$222K	Buy	+3,463	New	+$213K	0.14%	53
2023 Q3	–	Sell	-13,943	Closed	-$731K	–	70
2023 Q2	$731K	Buy	+13,943	New	+$688K	0.57%	44

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $3.48B AUM 17.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mid-American Wealth Advisory Group's SPYM Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2025, closing a stake of 2,280 shares — an estimated $166K sold.

Mid-American Wealth Advisory Group first reported a position in SPYM in Q2 2023 and held it in 3 quarters. The position peaked at $731K in Q2 2023. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 2,280 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $166K.
Mid-American Wealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and held it in 3 quarters.
Mid-American Wealth Advisory Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $731K in Q2 2023.
1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.