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

MMA Asset 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	$9.82M	Sell	111,749 -712	-0.6%	-$60.7K	3.13%	5
2026 Q1	$8.61M	Buy	112,461 +9,655	+9%	+$772K	3.03%	5
2025 Q4	$8.25M	Sell	102,806 -106,428	-51%	-$8.46M	2.94%	5
2025 Q3	$16.4M	Buy	209,234 +103,188	+97%	+$7.78M	5.47%	3
2025 Q2	$7.71M	Buy	106,046 +2,088	+2%	+$140K	2.96%	5
2025 Q1	$6.84M	Buy	103,958 +3,999	+4%	+$277K	2.88%	6
2024 Q4	$6.89M	Buy	+99,959	New	+$6.93M	3.01%	6
2024 Q3	–	Sell	-94,917	Closed	-$6.07M	–	134
2024 Q2	$6.07M	Buy	94,917 +31,120	+49%	+$1.92M	2.84%	11
2024 Q1	$3.93M	Buy	63,797 +8,873	+16%	+$520K	1.84%	16
2023 Q4	$3.07M	Buy	54,924 +8,568	+18%	+$449K	1.62%	16
2023 Q3	$2.33M	Buy	46,356 +5,481	+13%	+$287K	1.35%	24
2023 Q2	$2.13M	Buy	+40,875	New	+$2.02M	1.25%	21

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

MMA Asset Management's SPYM Position: Q2 2026 in Review

MMA Asset Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.63% in Q2 2026, selling an estimated $60.7K and leaving 111,749 shares worth $9.82M. The position accounts for 3.13% of the portfolio, ranked #5.

MMA Asset Management first reported a position in SPYM in Q2 2023 and has held it in 12 quarters since. The position peaked at $16.4M in Q3 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MMA Asset Management held 111,749 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.82M as of Q2 2026.
MMA Asset Management sold 712 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $60.7K.
State Street SPDR Portfolio S&P 500 ETF made up 3.13% of MMA Asset Management's portfolio in Q2 2026, its #5 holding.
MMA Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
MMA Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $16.4M 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 MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.