MWM
SPYM

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

Modera Wealth 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 		$5.06M Sell
57,542
-3,236
-5% -$276K 0.05% 183
2026
Q1 		$4.65M Sell
60,778
-4,800
-7% -$384K 0.06% 185
2025
Q4 		$5.26M Sell
65,578
-5,372
-8% -$427K 0.06% 178
2025
Q3 		$5.56M Buy
70,950
+2,025
+3% +$153K 0.06% 176
2025
Q2 		$5.01M Sell
68,925
-1,199
-2% -$80.6K 0.06% 182
2025
Q1 		$4.61M Sell
70,124
-1,681
-2% -$116K 0.06% 186
2024
Q4 		$4.95M Sell
71,805
-10,270
-13% -$712K 0.06% 181
2024
Q3 		$5.54M Sell
82,075
-5,882
-7% -$383K 0.07% 153
2024
Q2 		$5.63M Sell
87,957
-818
-0.9% -$50.4K 0.08% 146
2024
Q1 		$5.46M Sell
88,775
-16,577
-16% -$971K 0.08% 151
2023
Q4 		$5.89M Sell
105,352
-1,217
-1% -$63.8K 0.1% 140
2023
Q3 		$5.36M Sell
106,569
-928
-0.9% -$48.5K 0.1% 139
2023
Q2 		$5.6M Buy
+107,497
New +$5.31M 0.1% 138

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Modera Wealth Management's SPYM Position: Q2 2026 in Review

Modera Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.3% in Q2 2026, selling an estimated $276K and leaving 57,542 shares worth $5.06M. The position accounts for 0.05% of the portfolio, ranked #183.

Modera Wealth Management first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.89M in Q4 2023. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Modera Wealth Management held 57,542 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.06M as of Q2 2026.
  • Modera Wealth Management sold 3,236 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $276K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Modera Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Modera Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • Modera Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.89M in Q4 2023.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.