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

Mission 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	$2.34M	Buy	26,608 +7,063	+36%	+$603K	0.03%	277
2026 Q1	$1.5M	Sell	19,545 -30,675	-61%	-$2.45M	0.03%	258
2025 Q4	$4.03M	Sell	50,220 -4,427	-8%	-$352K	0.08%	136
2025 Q3	$4.28M	Buy	54,647 +17,506	+47%	+$1.32M	0.09%	137
2025 Q2	$2.7M	Buy	+37,141	New	+$2.5M	0.06%	181
2024 Q2	–	Sell	-13,672	Closed	-$841K	–	729
2024 Q1	$841K	Buy	+13,672	New	+$801K	0.02%	324

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

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

Mission Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 36% in Q2 2026, buying an estimated $603K and bringing the position to 26,608 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #277.

Mission Wealth Management first reported a position in SPYM in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.28M in Q3 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Mission Wealth Management held 26,608 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.34M as of Q2 2026.
Mission Wealth Management bought 7,063 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $603K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #277 holding.
Mission Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 6 quarters since.
Mission Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.28M in Q3 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.