MFT
SPYM

Moisand Fitzgerald Tamayo’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Moisand Fitzgerald Tamayo’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 		$6.14M Sell
69,872
-2,924
-4% -$249K 0.6% 19
2026
Q1 		$5.57M Sell
72,796
-1,778
-2% -$142K 0.6% 18
2025
Q4 		$5.98M Sell
74,574
-3,205
-4% -$255K 0.68% 17
2025
Q3 		$6.09M Sell
77,779
-823
-1% -$62.1K 0.72% 17
2025
Q2 		$5.71M Sell
78,602
-1,210
-2% -$81.4K 0.72% 17
2025
Q1 		$5.25M Sell
79,812
-1,923
-2% -$133K 0.73% 19
2024
Q4 		$5.63M Sell
81,735
-9,632
-11% -$668K 0.8% 19
2024
Q3 		$6.17M Sell
91,367
-15,197
-14% -$988K 0.85% 19
2024
Q2 		$6.82M Sell
106,564
-20,088
-16% -$1.24M 1.02% 18
2024
Q1 		$7.79M Sell
126,652
-61,733
-33% -$3.62M 1.19% 18
2023
Q4 		$10.5M Sell
188,385
-145,707
-44% -$7.63M 1.82% 17
2023
Q3 		$16.8M Sell
334,092
-7,837
-2% -$410K 3.54% 8
2023
Q2 		$17.8M Buy
341,929
+328
+0.1% +$16.2K 3.64% 8
2023
Q1 		$16.4M Buy
341,601
+22,287
+7% +$1.05M 3.51% 9
2022
Q4 		$14.4M Buy
319,314
+18,382
+6% +$831K 3.27% 9
2022
Q3 		$12.6M Buy
300,932
+12,954
+4% +$605K 3.46% 10
2022
Q2 		$12.8M Buy
287,978
+98,495
+52% +$4.75M 3.43% 11
2022
Q1 		$10.1M Sell
189,483
-103,089
-35% -$5.4M 4.58% 6
2021
Q4 		$16.3M Sell
292,572
-60,535
-17% -$3.27M 4.6% 6
2021
Q3 		$17.8M Buy
353,107
+13,823
+4% +$717K 5.99% 3
2021
Q2 		$17.1M Buy
339,284
+14,379
+4% +$706K 6.2% 4
2021
Q1 		$15.1M Buy
324,905
+1,767
+0.5% +$80.1K 6.54% 4
2020
Q4 		$14.2M Buy
323,138
+4,801
+2% +$200K 6.4% 4
2020
Q3 		$12.5M Sell
318,337
-7,919
-2% -$308K 6.48% 4
2020
Q2 		$11.8M Buy
326,256
+7,185
+2% +$247K 6.51% 4
2020
Q1 		$9.65M Buy
319,071
+31,305
+11% +$1.12M 6.3% 4
2019
Q4 		$10.9M Sell
287,766
-5,502
-2% -$199K 5.62% 5
2019
Q3 		$10.2M Buy
293,268
+16,662
+6% +$579K 5.53% 6
2019
Q2 		$9.55M Buy
276,606
+1,991
+0.7% +$67.5K 5.2% 6
2019
Q1 		$9.13M Buy
274,615
+14,882
+6% +$475K 5.07% 6
2018
Q4 		$7.59M Buy
259,733
+12,270
+5% +$387K 4.75% 6
2018
Q3 		$8.43M Buy
247,463
+2,769
+1% +$92.6K 4.69% 6
2018
Q2 		$7.8M Buy
244,694
+8,395
+4% +$266K 4.54% 6
2018
Q1 		$7.31M Buy
+236,299
New +$7.56M 4.34% 6

Other funds holding SPYM

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
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 $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SPYM Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4% in Q2 2026, selling an estimated $249K and leaving 69,872 shares worth $6.14M. The position accounts for 0.6% of the portfolio, ranked #19.

Moisand Fitzgerald Tamayo first reported a position in SPYM in Q1 2018 and has held it in 34 quarters since. The position peaked at $17.8M in Q3 2021. 755 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 69,872 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.14M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 2,924 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $249K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.6% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #19 holding.
  • Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
  • Moisand Fitzgerald Tamayo's State Street SPDR Portfolio S&P 500 ETF position peaked at $17.8M in Q3 2021.
  • 755 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.