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

MJT & Associates Financial Advisory’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	$919K	Hold	10,452	–	–	0.61%	15
2026 Q1	$800K	Hold	10,452	–	–	0.59%	16
2025 Q4	$838K	Sell	10,452 -45	-0.4%	-$3.58K	0.63%	15
2025 Q3	$822K	Sell	10,497 -4,364	-29%	-$329K	0.67%	14
2025 Q2	$1.08M	Sell	14,861 -237	-2%	-$15.9K	1.34%	11
2025 Q1	$993K	Buy	+15,098	New	+$1.04M	0.95%	16

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

MJT & Associates Financial Advisory's SPYM Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 10,452 shares worth $919K. The position accounts for 0.61% of the portfolio, ranked #15.

MJT & Associates Financial Advisory first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08M in Q2 2025. 474 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MJT & Associates Financial Advisory held 10,452 shares of State Street SPDR Portfolio S&P 500 ETF worth $919K as of Q2 2026.
MJT & Associates Financial Advisory left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.61% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #15 holding.
MJT & Associates Financial Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.08M in Q2 2025.
474 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.