MKT Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

MKT Advisors’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	$19.6M	Buy	222,277 +32,715	+17%	+$2.79M	6.08%	4
2026 Q1	$14.7M	Buy	189,562 +24,913	+15%	+$1.99M	4.93%	7
2025 Q4	$13.3M	Buy	164,649 +25,052	+18%	+$1.99M	4.55%	7
2025 Q3	$11M	Buy	139,597 +33,122	+31%	+$2.5M	4.09%	8
2025 Q2	$7.74M	Buy	106,475 +35,094	+49%	+$2.36M	3.06%	10
2025 Q1	$4.24M	Buy	71,381 +11,620	+19%	+$804K	1.99%	10
2024 Q4	$4.2M	Buy	59,761 +9,099	+18%	+$631K	1.83%	10
2024 Q3	$3.39M	Sell	50,662 -483	-0.9%	-$31.4K	1.59%	11
2024 Q2	$3.34M	Buy	51,145 +6,147	+14%	+$378K	1.66%	11
2024 Q1	$2.72M	Buy	44,998 +816	+2%	+$47.8K	1.49%	11
2023 Q4	$2.43M	Buy	44,182 +15,418	+54%	+$808K	1.61%	5
2023 Q3	$1.45M	Sell	28,764 -248	-0.9%	-$13K	1.1%	11
2023 Q2	$1.56M	Sell	29,012 -2,930	-9%	-$145K	1.1%	11
2023 Q1	$1.53M	Buy	31,942 +2,335	+8%	+$110K	1.14%	9
2022 Q4	$1.38M	Buy	29,607 +5,779	+24%	+$261K	1.04%	14
2022 Q3	$1M	Buy	23,828 +7,875	+49%	+$368K	0.87%	16
2022 Q2	$721K	Sell	15,953 -5,748	-26%	-$277K	0.56%	37
2022 Q1	$1.02M	Buy	21,701 +8,554	+65%	+$448K	0.77%	20
2021 Q4	$670K	Buy	+13,147	New	+$710K	0.52%	39

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

MKT Advisors's SPYM Position: Q2 2026 in Review

MKT Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q2 2026, buying an estimated $2.79M and bringing the position to 222,277 shares worth $19.6M. The position accounts for 6.08% of the portfolio, ranked #4.

MKT Advisors first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MKT Advisors held 222,277 shares of State Street SPDR Portfolio S&P 500 ETF worth $19.6M as of Q2 2026.
MKT Advisors bought 32,715 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.79M.
State Street SPDR Portfolio S&P 500 ETF made up 6.08% of MKT Advisors's portfolio in Q2 2026, its #4 holding.
MKT Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.