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

MN Wealth 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	$5.94M	Buy	67,588 +16,253	+32%	+$1.39M	2.53%	11
2026 Q1	$3.93M	Buy	51,335 +8,726	+20%	+$698K	1.91%	13
2025 Q4	$3.42M	Buy	42,609 +349	+0.8%	+$27.8K	1.73%	14
2025 Q3	$3.31M	Buy	42,260 +4,029	+11%	+$304K	1.77%	13
2025 Q2	$2.78M	Buy	38,231 +4,506	+13%	+$303K	1.62%	14
2025 Q1	$2.22M	Buy	33,725 +3,856	+13%	+$267K	1.3%	19
2024 Q4	$2.06M	Buy	29,869 +1,960	+7%	+$136K	1.16%	20
2024 Q3	$1.88M	Buy	27,909 +4,377	+19%	+$285K	1.07%	22
2024 Q2	$1.51M	Buy	23,532 +12,392	+111%	+$763K	0.87%	26
2024 Q1	$685K	Sell	11,140 -18,065	-62%	-$1.06M	0.42%	52
2023 Q4	$1.63M	Buy	+29,205	New	+$1.53M	1.12%	18

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

MN Wealth Advisors's SPYM Position: Q2 2026 in Review

MN Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 32% in Q2 2026, buying an estimated $1.39M and bringing the position to 67,588 shares worth $5.94M. The position accounts for 2.53% of the portfolio, ranked #11.

MN Wealth Advisors first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MN Wealth Advisors held 67,588 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.94M as of Q2 2026.
MN Wealth Advisors bought 16,253 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.39M.
State Street SPDR Portfolio S&P 500 ETF made up 2.53% of MN Wealth Advisors's portfolio in Q2 2026, its #11 holding.
MN Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 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 MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.