Moller Wealth Partners
SPYM icon

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

Moller Wealth Partners’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
Q3 		$268K Hold
2,984
– – 0.05% 60
2026
Q2 		$262K Hold
2,984
– – 0.05% 66
2026
Q1 		$228K Hold
2,984
– – 0.05% 65
2025
Q4 		$239K Hold
2,984
– – 0.05% 64
2025
Q3 		$234K Hold
2,984
– – 0.05% 68
2025
Q2 		$217K Buy
+2,984
New +$201K 0.05% 67

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National Mutual Insurance Federation of Agricultural Cooperatives
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Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Wealthcare Advisory Partners
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Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Moller Wealth Partners's SPYM Position: Q3 2026 in Review

Moller Wealth Partners held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 2,984 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #60.

Moller Wealth Partners first reported a position in SPYM in Q2 2025 and has held it in 6 quarters since. 1,017 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Moller Wealth Partners held 2,984 shares of State Street SPDR Portfolio S&P 500 ETF worth $268K as of Q3 2026.
  • Moller Wealth Partners left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Moller Wealth Partners's portfolio in Q3 2026, its #60 holding.
  • Moller Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,017 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.