Midwest Heritage Bank’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Midwest Heritage Bank’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	$7.58M	Buy	86,249 +13	+0%	+$1.11K	2.15%	15
2026 Q1	$6.6M	Sell	86,236 -7,428	-8%	-$594K	2.12%	15
2025 Q4	$7.51M	Sell	93,664 -308	-0.3%	-$24.5K	2.59%	10
2025 Q3	$7.36M	Sell	93,972 -732	-0.8%	-$55.2K	2.61%	10
2025 Q2	$6.88M	Sell	94,704 -1,452	-2%	-$97.6K	2.59%	10
2025 Q1	$6.32M	Sell	96,156 -3,668	-4%	-$254K	2.6%	11
2024 Q4	$6.88M	Sell	99,824 -13,368	-12%	-$927K	3.19%	10
2024 Q3	$7.64M	Buy	113,192 +51	+0%	+$3.32K	3.58%	9
2024 Q2	$7.24M	Sell	113,141 -5,816	-5%	-$358K	3.66%	8
2024 Q1	$7.32M	Buy	118,957 +9,535	+9%	+$558K	3.85%	8
2023 Q4	$6.12M	Buy	109,422 +4,189	+4%	+$219K	4.15%	6
2023 Q3	$5.29M	Buy	105,233 +28,787	+38%	+$1.51M	3.97%	6
2023 Q2	$3.98M	Sell	76,446 -3,596	-4%	-$177K	3.02%	10
2023 Q1	$3.85M	Sell	80,042 -24,019	-23%	-$1.13M	3.1%	10
2022 Q4	$4.68M	Sell	104,061 -10,721	-9%	-$485K	4.53%	5
2022 Q3	$4.82M	Sell	114,782 -8,692	-7%	-$406K	5.04%	5
2022 Q2	$5.47M	Sell	123,474 -7,060	-5%	-$340K	4.95%	6
2022 Q1	$6.93M	Buy	130,534 +15,931	+14%	+$834K	5.44%	4
2021 Q4	$6.4M	Buy	+114,603	New	+$6.19M	6.21%	5

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

Midwest Heritage Bank's SPYM Position: Q2 2026 in Review

Midwest Heritage Bank increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.02% in Q2 2026, buying an estimated $1.11K and bringing the position to 86,249 shares worth $7.58M. The position accounts for 2.15% of the portfolio, ranked #15.

Midwest Heritage Bank first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.64M in Q3 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Midwest Heritage Bank held 86,249 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.58M as of Q2 2026.
Midwest Heritage Bank bought 13 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.11K.
State Street SPDR Portfolio S&P 500 ETF made up 2.15% of Midwest Heritage Bank's portfolio in Q2 2026, its #15 holding.
Midwest Heritage Bank first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Midwest Heritage Bank's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.64M in Q3 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.