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

Modern 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	$198M	Buy	2,258,636 +1,036,350	+85%	+$88.4M	2.36%	3
2026 Q1	$94.3M	Buy	1,222,286 +272,216	+29%	+$21.8M	1.61%	9
2025 Q4	$76.2M	Buy	950,070 +202,324	+27%	+$16.1M	1.39%	15
2025 Q3	$58.6M	Buy	747,746 +380,854	+104%	+$28.7M	1.16%	15
2025 Q2	$26.7M	Buy	366,892 +332,698	+973%	+$22.4M	0.66%	33
2025 Q1	$2.25M	Buy	+34,194	New	+$2.36M	0.07%	197

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

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

Modern Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 85% in Q2 2026, buying an estimated $88.4M and bringing the position to 2,258,636 shares worth $198M. The position accounts for 2.36% of the portfolio, ranked #3.

Modern Wealth Management first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Modern Wealth Management held 2,258,636 shares of State Street SPDR Portfolio S&P 500 ETF worth $198M as of Q2 2026.
Modern Wealth Management bought 1,036,350 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $88.4M.
State Street SPDR Portfolio S&P 500 ETF made up 2.36% of Modern Wealth Management's portfolio in Q2 2026, its #3 holding.
Modern Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.