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 Q3	$1.64M	Sell	18,226 -8,382	-32%	-$749K	0.03%	292
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 $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Mission Wealth Management's SPYM Position: Q3 2026 in Review

Mission Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 32% in Q3 2026, selling an estimated $749K and leaving 18,226 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #292.

Mission Wealth Management first reported a position in SPYM in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.28M in Q3 2025. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Mission Wealth Management held 18,226 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.64M as of Q3 2026.
Mission Wealth Management sold 8,382 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $749K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Mission Wealth Management's portfolio in Q3 2026, its #292 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 7 quarters since.
Mission Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.28M in Q3 2025.
1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.