MJP Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

MJP Associates’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	$533K	Buy	6,062 +17	+0.3%	+$1.45K	0.06%	114
2026 Q1	$463K	Sell	6,045 -6	-0.1%	-$480	0.06%	112
2025 Q4	$485K	Sell	6,051 -1,497	-20%	-$119K	0.06%	133
2025 Q3	$591K	Sell	7,548 -15	-0.2%	-$1.13K	0.08%	107
2025 Q2	$550K	Sell	7,563 -121	-2%	-$8.14K	0.08%	116
2025 Q1	$505K	Buy	7,684 +18	+0.2%	+$1.25K	0.09%	107
2024 Q4	$529K	Buy	7,666 +20	+0.3%	+$1.39K	0.1%	101
2024 Q3	$516K	Buy	7,646 +12	+0.2%	+$780	0.1%	102
2024 Q2	$489K	Buy	7,634 +1,071	+16%	+$65.9K	0.1%	105
2024 Q1	$404K	Sell	6,563 -556	-8%	-$32.6K	0.09%	130
2023 Q4	$398K	Buy	7,119 +2,058	+41%	+$108K	0.11%	95
2023 Q3	$254K	Sell	5,061 -113	-2%	-$5.91K	0.07%	125
2023 Q2	$270K	Buy	5,174 +36	+0.7%	+$1.78K	0.09%	111
2023 Q1	$247K	Buy	5,138 +12	+0.2%	+$563	0.08%	103
2022 Q4	$231K	Sell	5,126 -4	-0.1%	-$181	0.07%	114
2022 Q3	$215K	Buy	5,130 +64	+1%	+$2.99K	0.06%	116
2022 Q2	$225K	Sell	5,066 -88,114	-95%	-$4.25M	0.06%	120
2022 Q1	$4.96M	Sell	93,180 -19,338	-17%	-$1.01M	1.25%	18
2021 Q4	$6.32M	Sell	112,518 -641	-0.6%	-$34.6K	1.88%	14
2021 Q3	$5.71M	Buy	113,159 +1,232	+1%	+$63.9K	1.93%	12
2021 Q2	$5.63M	Buy	111,927 +6,310	+6%	+$310K	1.89%	13
2021 Q1	$4.92M	Sell	105,617 -3,793	-3%	-$172K	2%	11
2020 Q4	$4.81M	Buy	+109,410	New	+$4.56M	2.03%	13

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

MJP Associates's SPYM Position: Q2 2026 in Review

MJP Associates increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.28% in Q2 2026, buying an estimated $1.45K and bringing the position to 6,062 shares worth $533K. The position accounts for 0.06% of the portfolio, ranked #114.

MJP Associates first reported a position in SPYM in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.32M in Q4 2021. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MJP Associates held 6,062 shares of State Street SPDR Portfolio S&P 500 ETF worth $533K as of Q2 2026.
MJP Associates bought 17 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.45K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of MJP Associates's portfolio in Q2 2026, its #114 holding.
MJP Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
MJP Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.32M in Q4 2021.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.